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Peninsula Wealth’s Cisco CSCO Stock Holding History

Peninsula Wealth’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 		$559K Buy
9,448
+531
+6% +$30.3K 0.1% 68
2024
Q3 		$503K Buy
8,917
+374
+4% +$18.2K 0.09% 71
2024
Q2 		$405K Sell
8,543
-426
-5% -$20.2K 0.08% 72
2024
Q1 		$448K Buy
8,969
+135
+2% +$6.74K 0.09% 66
2023
Q4 		$446K Sell
8,834
-282
-3% -$14.4K 0.09% 63
2023
Q3 		$476K Sell
9,116
-329
-3% -$17.8K 0.11% 46
2023
Q2 		$489K Buy
9,445
+309
+3% +$15.2K 0.13% 43
2023
Q1 		$478K Buy
9,136
+486
+6% +$23.7K 0.14% 42
2022
Q4 		$412K Buy
8,650
+620
+8% +$28.2K 0.13% 43
2022
Q3 		$321K Buy
8,030
+224
+3% +$9.94K 0.11% 46
2022
Q2 		$333K Sell
7,806
-1,590
-17% -$76.1K 0.11% 43
2022
Q1 		$524K Buy
9,396
+420
+5% +$23.8K 0.15% 33
2021
Q4 		$569K Buy
+8,976
New +$513K 0.15% 34
2020
Q4 		– Sell
-7,569
Closed -$298K – 29
2020
Q3 		$298K Sell
7,569
-700
-8% -$30.5K 0.13% 43
2020
Q2 		$386K Sell
8,269
-205
-2% -$8.99K 0.18% 29
2020
Q1 		$333K Buy
8,474
+50
+0.6% +$2.19K 0.19% 29
2019
Q4 		$404K Buy
8,424
+186
+2% +$8.64K 0.19% 22
2019
Q3 		$406K Buy
8,238
+769
+10% +$40K 0.2% 22
2019
Q2 		$409K Buy
7,469
+163
+2% +$9K 0.21% 19
2019
Q1 		$394K Buy
7,306
+44
+0.6% +$2.14K 0.22% 21
2018
Q4 		$314K Buy
7,262
+1,321
+22% +$60.4K 0.2% 22
2018
Q3 		$289K Buy
5,941
+47
+0.8% +$2.11K 0.16% 23
2018
Q2 		$254K Buy
5,894
+44
+0.8% +$1.92K 0.15% 27
2018
Q1 		$251K Buy
+5,850
New +$248K 0.15% 26

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
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
Norges Bank Oslo, Norway $935B AUM

Peninsula Wealth's CSCO Position: Q4 2024 in Review

Peninsula Wealth increased its Cisco (CSCO) stake by 6% in Q4 2024, buying an estimated $30.3K and bringing the position to 9,448 shares worth $559K. The position accounts for 0.1% of the portfolio, ranked #68.

Peninsula Wealth first reported a position in CSCO in Q1 2018 and has held it in 24 quarters since. The position peaked at $569K in Q4 2021. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Peninsula Wealth held 9,448 shares of Cisco worth $559K as of Q4 2024.
  • Peninsula Wealth bought 531 Cisco shares in Q4 2024, an estimated $30.3K.
  • Cisco made up 0.1% of Peninsula Wealth's portfolio in Q4 2024, its #68 holding.
  • Peninsula Wealth first reported a position in Cisco in Q1 2018 and has held it in 24 quarters since.
  • Peninsula Wealth's Cisco position peaked at $569K in Q4 2021.
  • 3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

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