JWS
Juncture Wealth Strategies’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02M | Buy |
14,768
+137
| +0.9% | +$9.51K | 0.36% | 49 |
|
2025
Q1 | $903K | Buy |
14,631
+93
| +0.6% | +$5.74K | 0.35% | 49 |
|
2024
Q4 | $861K | Buy |
14,538
+396
| +3% | +$23.4K | 0.32% | 51 |
|
2024
Q3 | $753K | Buy |
14,142
+1,594
| +13% | +$84.8K | 0.29% | 53 |
|
2024
Q2 | $596K | Buy |
12,548
+1,112
| +10% | +$52.8K | 0.25% | 56 |
|
2024
Q1 | $571K | Sell |
11,436
-5,935
| -34% | -$296K | 0.25% | 55 |
|
2023
Q4 | $878K | Sell |
17,371
-2,054
| -11% | -$104K | 0.4% | 47 |
|
2023
Q3 | $1.04M | Sell |
19,425
-318
| -2% | -$17.1K | 0.51% | 41 |
|
2023
Q2 | $1.02M | Buy |
19,743
+291
| +1% | +$15.1K | 0.48% | 36 |
|
2023
Q1 | $1.02M | Sell |
19,452
-56
| -0.3% | -$2.93K | 0.5% | 36 |
|
2022
Q4 | $929K | Sell |
19,508
-999
| -5% | -$47.6K | 0.44% | 41 |
|
2022
Q3 | $820K | Buy |
20,507
+3,064
| +18% | +$123K | 0.41% | 45 |
|
2022
Q2 | $744K | Sell |
17,443
-438
| -2% | -$18.7K | 0.37% | 48 |
|
2022
Q1 | $997K | Sell |
17,881
-1,670
| -9% | -$93.1K | 0.47% | 43 |
|
2021
Q4 | $1.24M | Buy |
19,551
+884
| +5% | +$56K | 0.59% | 39 |
|
2021
Q3 | $1.02M | Buy |
18,667
+1,159
| +7% | +$63.1K | 0.54% | 38 |
|
2021
Q2 | $974K | Buy |
17,508
+2,061
| +13% | +$115K | 0.56% | 39 |
|
2021
Q1 | $800K | Buy |
15,447
+1,300
| +9% | +$67.3K | 0.5% | 48 |
|
2020
Q4 | $633K | Buy |
14,147
+1,547
| +12% | +$69.2K | 0.4% | 56 |
|
2020
Q3 | $496K | Buy |
12,600
+3,200
| +34% | +$126K | 0.34% | 66 |
|
2020
Q2 | $438K | Sell |
9,400
-9,300
| -50% | -$433K | 0.33% | 68 |
|
2020
Q1 | $735K | Buy |
18,700
+870
| +5% | +$34.2K | 0.68% | 38 |
|
2019
Q4 | $855K | Buy |
17,830
+630
| +4% | +$30.2K | 0.67% | 39 |
|
2019
Q3 | $850K | Buy |
17,200
+1,100
| +7% | +$54.4K | 0.75% | 39 |
|
2019
Q2 | $881K | Sell |
16,100
-588
| -4% | -$32.2K | 0.71% | 41 |
|
2019
Q1 | $901K | Buy |
16,688
+1,888
| +13% | +$102K | 0.7% | 35 |
|
2018
Q4 | $641K | Sell |
14,800
-4,900
| -25% | -$212K | 0.43% | 51 |
|
2018
Q3 | $958K | Sell |
19,700
-2,000
| -9% | -$97.3K | 0.5% | 50 |
|
2018
Q2 | $934K | Buy |
21,700
+300
| +1% | +$12.9K | 0.5% | 48 |
|
2018
Q1 | $918K | Sell |
21,400
-4,338
| -17% | -$186K | 0.51% | 46 |
|
2017
Q4 | $986K | Sell |
25,738
-400
| -2% | -$15.3K | 0.55% | 46 |
|
2017
Q3 | $879K | Sell |
26,138
-1,562
| -6% | -$52.5K | 0.49% | 51 |
|
2017
Q2 | $867K | Sell |
27,700
-1,500
| -5% | -$46.9K | 0.5% | 50 |
|
2017
Q1 | $987K | Sell |
29,200
-7,229
| -20% | -$244K | 0.61% | 43 |
|
2016
Q4 | $1.1M | Buy |
36,429
+629
| +2% | +$19K | 0.76% | 37 |
|
2016
Q3 | $1.14M | Sell |
35,800
-4,500
| -11% | -$143K | 0.77% | 37 |
|
2016
Q2 | $1.16M | Buy |
40,300
+1,200
| +3% | +$34.4K | 0.82% | 32 |
|
2016
Q1 | $1.11M | Buy |
39,100
+1,925
| +5% | +$54.8K | 0.82% | 27 |
|
2015
Q4 | $1.01M | Buy |
37,175
+2,375
| +7% | +$64.5K | 0.75% | 29 |
|
2015
Q3 | $914K | Buy |
34,800
+6,900
| +25% | +$181K | 0.74% | 28 |
|
2015
Q2 | $766K | Sell |
27,900
-2,500
| -8% | -$68.6K | 0.62% | 35 |
|
2015
Q1 | $837K | Sell |
30,400
-30,864
| -50% | -$850K | 0.69% | 34 |
|
2014
Q4 | $1.84M | Buy |
+61,264
| New | +$1.84M | 0.88% | 27 |
|