KWA
Kellett Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
4,247
+761
| +22% | +$52.8K | 0.19% | 51 |
|
|
2025
Q1 | $215K | Hold |
3,486
| – | – | 0.15% | 67 |
|
|
2024
Q4 | $206K | Sell |
3,486
-415
| -11% | -$24.6K | 0.14% | 69 |
|
|
2024
Q3 | $208K | Buy |
+3,901
| New | +$208K | 0.15% | 67 |
|
|
2024
Q2 | – | Sell |
-4,212
| Closed | -$210K | – | 73 |
|
|
2024
Q1 | $210K | Sell |
4,212
-200
| -5% | -$9.98K | 0.15% | 80 |
|
|
2023
Q4 | $223K | Sell |
4,412
-100
| -2% | -$5.05K | 0.17% | 72 |
|
|
2023
Q3 | $243K | Buy |
4,512
+500
| +12% | +$26.9K | 0.21% | 55 |
|
|
2023
Q2 | $208K | Hold |
4,012
| – | – | 0.19% | 55 |
|
|
2023
Q1 | $210K | Buy |
+4,012
| New | +$210K | 0.2% | 50 |
|
|
2022
Q2 | – | Sell |
-4,366
| Closed | -$243K | – | 59 |
|
|
2022
Q1 | $243K | Buy |
4,366
+2
| +0% | +$111 | 0.19% | 53 |
|
|
2021
Q4 | $277K | Buy |
+4,364
| New | +$277K | 0.21% | 52 |
|