KWM
Kolinsky Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $732K | Buy |
12,367
+352
| +3% | +$20.8K | 0.45% | 39 |
|
|
2024
Q3 | $639K | Sell |
12,015
-301
| -2% | -$16K | 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% | -$43.2K | 0.59% | 31 |
|
|
2023
Q3 | $757K | Sell |
14,080
-297
| -2% | -$16K | 0.75% | 22 |
|
|
2023
Q2 | $736K | Buy |
14,377
+1,198
| +9% | +$61.4K | 0.7% | 22 |
|
|
2023
Q1 | $689K | Sell |
13,179
-156
| -1% | -$8.16K | 0.73% | 21 |
|
|
2022
Q4 | $635K | Buy |
13,335
+933
| +8% | +$44.4K | 0.72% | 22 |
|
|
2022
Q3 | $496K | Buy |
12,402
+401
| +3% | +$16K | 0.62% | 30 |
|
|
2022
Q2 | $512K | Sell |
12,001
-575
| -5% | -$24.5K | 0.6% | 29 |
|
|
2022
Q1 | $701K | Sell |
12,576
-37
| -0.3% | -$2.06K | 0.69% | 22 |
|
|
2021
Q4 | $799K | Buy |
+12,613
| New | +$799K | 0.74% | 18 |
|