RWM
RKL Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
6,804
+27
| +0.4% | +$1.87K | 0.04% | 130 |
|
|
2025
Q1 | $418K | Buy |
6,777
+1,621
| +31% | +$100K | 0.04% | 130 |
|
|
2024
Q4 | $305K | Sell |
5,156
-2,246
| -30% | -$133K | 0.03% | 145 |
|
|
2024
Q3 | $394K | Buy |
7,402
+1,663
| +29% | +$88.5K | 0.04% | 116 |
|
|
2024
Q2 | $273K | Buy |
5,739
+105
| +2% | +$4.99K | 0.03% | 125 |
|
|
2024
Q1 | $281K | Sell |
5,634
-199
| -3% | -$9.93K | 0.03% | 125 |
|
|
2023
Q4 | $295K | Sell |
5,833
-728
| -11% | -$36.8K | 0.03% | 120 |
|
|
2023
Q3 | $353K | Sell |
6,561
-2,406
| -27% | -$129K | 0.04% | 105 |
|
|
2023
Q2 | $464K | Sell |
8,967
-536
| -6% | -$27.7K | 0.05% | 99 |
|
|
2023
Q1 | $497K | Sell |
9,503
-102
| -1% | -$5.33K | 0.06% | 94 |
|
|
2022
Q4 | $458K | Sell |
9,605
-897
| -9% | -$42.7K | 0.06% | 97 |
|
|
2022
Q3 | $420K | Buy |
10,502
+857
| +9% | +$34.3K | 0.06% | 96 |
|
|
2022
Q2 | $411K | Buy |
9,645
+956
| +11% | +$40.7K | 0.06% | 99 |
|
|
2022
Q1 | $484K | Buy |
8,689
+1,338
| +18% | +$74.5K | 0.06% | 100 |
|
|
2021
Q4 | $466K | Sell |
7,351
-542
| -7% | -$34.4K | 0.06% | 92 |
|
|
2021
Q3 | $430K | Buy |
7,893
+349
| +5% | +$19K | 0.05% | 92 |
|
|
2021
Q2 | $400K | Buy |
7,544
+495
| +7% | +$26.2K | 0.05% | 99 |
|
|
2021
Q1 | $365K | Sell |
7,049
-1,819
| -21% | -$94.2K | 0.05% | 100 |
|
|
2020
Q4 | $397K | Sell |
8,868
-1,672
| -16% | -$74.9K | 0.06% | 96 |
|
|
2020
Q3 | $415K | Buy |
10,540
+932
| +10% | +$36.7K | 0.07% | 93 |
|
|
2020
Q2 | $448K | Sell |
9,608
-213
| -2% | -$9.93K | 0.08% | 90 |
|
|
2020
Q1 | $386K | Sell |
9,821
-2,262
| -19% | -$88.9K | 0.08% | 90 |
|
|
2019
Q4 | $580K | Sell |
12,083
-2,189
| -15% | -$105K | 0.1% | 87 |
|
|
2019
Q3 | $706K | Buy |
14,272
+355
| +3% | +$17.6K | 0.13% | 85 |
|
|
2019
Q2 | $760K | Sell |
13,917
-440
| -3% | -$24K | 0.14% | 85 |
|
|
2019
Q1 | $776K | Sell |
14,357
-570
| -4% | -$30.8K | 0.15% | 85 |
|
|
2018
Q4 | $647K | Sell |
14,927
-66
| -0.4% | -$2.86K | 0.15% | 86 |
|
|
2018
Q3 | $733K | Sell |
14,993
-1,892
| -11% | -$92.5K | 0.16% | 85 |
|
|
2018
Q2 | $726K | Sell |
16,885
-1,207
| -7% | -$51.9K | 0.16% | 86 |
|
|
2018
Q1 | $778K | Sell |
18,092
-4,195
| -19% | -$180K | 0.18% | 85 |
|
|
2017
Q4 | $854K | Sell |
22,287
-6,514
| -23% | -$250K | 0.21% | 85 |
|
|
2017
Q3 | $969K | Sell |
28,801
-9,008
| -24% | -$303K | 0.27% | 78 |
|
|
2017
Q2 | $1.19M | Sell |
37,809
-407
| -1% | -$12.8K | 0.38% | 58 |
|
|
2017
Q1 | $1.29M | Sell |
38,216
-6,525
| -15% | -$220K | 0.52% | 45 |
|
|
2016
Q4 | $1.35M | Buy |
44,741
+2,301
| +5% | +$69.5K | 0.65% | 40 |
|
|
2016
Q3 | $1.35M | Buy |
42,440
+8,937
| +27% | +$283K | 0.68% | 37 |
|
|
2016
Q2 | $979K | Buy |
33,503
+11,262
| +51% | +$329K | 0.51% | 44 |
|
|
2016
Q1 | $633K | Buy |
+22,241
| New | +$633K | 0.36% | 42 |
|