Kolinsky Wealth Management’s Cisco CSCO Stock Holding History

Kolinsky Wealth Management’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$732K	Buy	12,367 +352	+3%	+$20.1K	0.45%	39
2024 Q3	$639K	Sell	12,015 -301	-2%	-$14.6K	0.42%	50
2024 Q2	$585K	Sell	12,316 -823	-6%	-$39.1K	0.42%	50
2024 Q1	$656K	Sell	13,139 -85	-0.6%	-$4.24K	0.5%	41
2023 Q4	$668K	Sell	13,224 -856	-6%	-$43.7K	0.59%	31
2023 Q3	$757K	Sell	14,080 -297	-2%	-$16K	0.75%	22
2023 Q2	$736K	Buy	14,377 +1,198	+9%	+$58.9K	0.7%	22
2023 Q1	$689K	Sell	13,179 -156	-1%	-$7.62K	0.73%	21
2022 Q4	$635K	Buy	13,335 +933	+8%	+$42.5K	0.72%	22
2022 Q3	$496K	Buy	12,402 +401	+3%	+$17.8K	0.62%	30
2022 Q2	$512K	Sell	12,001 -575	-5%	-$27.5K	0.6%	29
2022 Q1	$701K	Sell	12,576 -37	-0.3%	-$2.09K	0.69%	22
2021 Q4	$799K	Buy	+12,613	New	+$721K	0.74%	18

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kolinsky Wealth Management's CSCO Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Cisco (CSCO) stake by 2.9% in Q4 2024, buying an estimated $20.1K and bringing the position to 12,367 shares worth $732K. The position accounts for 0.45% of the portfolio, ranked #39.

Kolinsky Wealth Management first reported a position in CSCO in Q4 2021 and has held it in 13 quarters since. The position peaked at $799K in Q4 2021. 3,363 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

Kolinsky Wealth Management held 12,367 shares of Cisco worth $732K as of Q4 2024.
Kolinsky Wealth Management bought 352 Cisco shares in Q4 2024, an estimated $20.1K.
Cisco made up 0.45% of Kolinsky Wealth Management's portfolio in Q4 2024, its #39 holding.
Kolinsky Wealth Management first reported a position in Cisco in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Cisco position peaked at $799K in Q4 2021.
3,363 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.