JWM
Jupiter Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,500
| Closed | -$363K | – | 95 |
|
|
2024
Q2 | $363K | Buy |
7,500
+2,500
| +50% | +$121K | 0.19% | 68 |
|
|
2024
Q1 | $240K | Buy |
+5,000
| New | +$240K | 0.13% | 81 |
|
|
2022
Q2 | – | Sell |
-22,200
| Closed | -$1.24M | – | 69 |
|
|
2022
Q1 | $1.24M | Buy |
22,200
+2,000
| +10% | +$111K | 0.77% | 33 |
|
|
2021
Q4 | $1.28M | Sell |
20,200
-5,000
| -20% | -$317K | 0.66% | 36 |
|
|
2021
Q3 | $1.46M | Buy |
25,200
+5,000
| +25% | +$289K | 0.69% | 40 |
|
|
2021
Q2 | $1.12M | Buy |
20,200
+10,000
| +98% | +$555K | 0.54% | 45 |
|
|
2021
Q1 | $524K | Hold |
10,200
| – | – | 0.26% | 60 |
|
|
2020
Q4 | $456K | Hold |
10,200
| – | – | 0.28% | 52 |
|
|
2020
Q3 | $402K | Sell |
10,200
-2,500
| -20% | -$98.5K | 0.28% | 48 |
|
|
2020
Q2 | $597K | Hold |
12,700
| – | – | 0.3% | 45 |
|
|
2020
Q1 | $520K | Sell |
12,700
-4,000
| -24% | -$164K | 0.3% | 43 |
|
|
2019
Q4 | $798K | Buy |
16,700
+4,000
| +31% | +$191K | 0.39% | 42 |
|
|
2019
Q3 | $628K | Hold |
12,700
| – | – | 0.34% | 45 |
|
|
2019
Q2 | $727K | Hold |
12,700
| – | – | 0.36% | 41 |
|
|
2019
Q1 | $716K | Buy |
+12,700
| New | +$716K | 0.34% | 40 |
|