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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM