KJWM
Kiley Juergens Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
24,155
-33
| -0.1% | -$2.29K | 0.39% | 44 |
|
|
2025
Q1 | $1.49M | Buy |
24,188
+386
| +2% | +$23.8K | 0.4% | 41 |
|
|
2024
Q4 | $1.41M | Sell |
23,802
-149
| -0.6% | -$8.82K | 0.35% | 43 |
|
|
2024
Q3 | $1.27M | Sell |
23,951
-431
| -2% | -$22.9K | 0.33% | 44 |
|
|
2024
Q2 | $1.16M | Buy |
24,382
+509
| +2% | +$24.2K | 0.32% | 43 |
|
|
2024
Q1 | $1.19M | Sell |
23,873
-894
| -4% | -$44.6K | 0.37% | 39 |
|
|
2023
Q4 | $1.25M | Buy |
24,767
+964
| +4% | +$48.7K | 0.42% | 35 |
|
|
2023
Q3 | $1.28M | Sell |
23,803
-320
| -1% | -$17.2K | 0.46% | 38 |
|
|
2023
Q2 | $1.25M | Buy |
24,123
+114
| +0.5% | +$5.9K | 0.43% | 41 |
|
|
2023
Q1 | $1.26M | Sell |
24,009
-67
| -0.3% | -$3.5K | 0.47% | 40 |
|
|
2022
Q4 | $1.15M | Sell |
24,076
-2,121
| -8% | -$101K | 0.48% | 44 |
|
|
2022
Q3 | $1.05M | Buy |
26,197
+940
| +4% | +$37.6K | 0.49% | 41 |
|
|
2022
Q2 | $1.08M | Buy |
25,257
+11,246
| +80% | +$479K | 0.51% | 40 |
|
|
2022
Q1 | $781K | Sell |
14,011
-5,063
| -27% | -$282K | 0.38% | 40 |
|
|
2021
Q4 | $1.21M | Buy |
19,074
+1,799
| +10% | +$114K | 0.46% | 39 |
|
|
2021
Q3 | $940K | Sell |
17,275
-45
| -0.3% | -$2.45K | 0.41% | 44 |
|
|
2021
Q2 | $917K | Buy |
17,320
+1,312
| +8% | +$69.5K | 0.42% | 44 |
|
|
2021
Q1 | $827K | Buy |
16,008
+1,528
| +11% | +$78.9K | 0.43% | 44 |
|
|
2020
Q4 | $648K | Buy |
14,480
+148
| +1% | +$6.62K | 0.38% | 41 |
|
|
2020
Q3 | $564K | Sell |
14,332
-7,618
| -35% | -$300K | 0.41% | 35 |
|
|
2020
Q2 | $1.02M | Buy |
21,950
+475
| +2% | +$22.1K | 0.85% | 27 |
|
|
2020
Q1 | $844K | Sell |
21,475
-468
| -2% | -$18.4K | 0.87% | 26 |
|
|
2019
Q4 | $1.05M | Sell |
21,943
-120
| -0.5% | -$5.75K | 0.92% | 23 |
|
|
2019
Q3 | $1.09M | Sell |
22,063
-800
| -3% | -$39.5K | 1.19% | 24 |
|
|
2019
Q2 | $1.25M | Buy |
22,863
+12
| +0.1% | +$657 | 1.41% | 19 |
|
|
2019
Q1 | $1.23M | Sell |
22,851
-619
| -3% | -$33.4K | 1.54% | 17 |
|
|
2018
Q4 | $1.02M | Buy |
23,470
+2,087
| +10% | +$90.3K | 1.42% | 18 |
|
|
2018
Q3 | $1.04M | Buy |
21,383
+3,718
| +21% | +$181K | 0.78% | 25 |
|
|
2018
Q2 | $760K | Buy |
17,665
+502
| +3% | +$21.6K | 0.68% | 30 |
|
|
2018
Q1 | $736K | Sell |
17,163
-248
| -1% | -$10.6K | 0.8% | 31 |
|
|
2017
Q4 | $666K | Buy |
+17,411
| New | +$666K | 0.6% | 37 |
|