VWA
V Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $590K | Sell |
10,983
-28,974
| -73% | -$1.56M | 0.47% | 45 |
|
|
2023
Q2 | $2.07M | Buy |
39,957
+671
| +2% | +$34.7K | 0.34% | 59 |
|
|
2023
Q1 | $2.05M | Sell |
39,286
-1,715
| -4% | -$89.7K | 0.38% | 54 |
|
|
2022
Q4 | $1.95M | Sell |
41,001
-4,674
| -10% | -$223K | 0.4% | 50 |
|
|
2022
Q3 | $1.83M | Sell |
45,675
-2,588
| -5% | -$104K | 0.37% | 57 |
|
|
2022
Q2 | $2.06M | Buy |
48,263
+3,580
| +8% | +$153K | 0.39% | 54 |
|
|
2022
Q1 | $2.49M | Sell |
44,683
-2,663
| -6% | -$148K | 0.4% | 45 |
|
|
2021
Q4 | $3M | Buy |
47,346
+1,474
| +3% | +$93.4K | 0.44% | 41 |
|
|
2021
Q3 | $2.5M | Buy |
45,872
+2,202
| +5% | +$120K | 0.39% | 53 |
|
|
2021
Q2 | $2.32M | Buy |
43,670
+3,106
| +8% | +$165K | 0.37% | 61 |
|
|
2021
Q1 | $2.1M | Sell |
40,564
-10,156
| -20% | -$525K | 0.39% | 56 |
|
|
2020
Q4 | $2.27M | Buy |
50,720
+23,900
| +89% | +$1.07M | 0.47% | 42 |
|
|
2020
Q3 | $1.06M | Sell |
26,820
-43,623
| -62% | -$1.72M | 0.73% | 34 |
|
|
2020
Q2 | $3.29M | Buy |
70,443
+11,203
| +19% | +$522K | 0.85% | 17 |
|
|
2020
Q1 | $2.33M | Buy |
59,240
+15,291
| +35% | +$601K | 0.73% | 24 |
|
|
2019
Q4 | $2.17M | Hold |
43,949
| – | – | 0.78% | 24 |
|
|
2019
Q3 | $2.17M | Sell |
43,949
-3,190
| -7% | -$158K | 0.78% | 24 |
|
|
2019
Q2 | $2.6M | Buy |
47,139
+319
| +0.7% | +$17.6K | 0.99% | 15 |
|
|
2019
Q1 | $2.66M | Buy |
46,820
+5,970
| +15% | +$339K | 1.07% | 14 |
|
|
2018
Q4 | $1.78M | Buy |
40,850
+899
| +2% | +$39.2K | 0.91% | 29 |
|
|
2018
Q3 | $1.94M | Buy |
39,951
+43
| +0.1% | +$2.08K | 0.89% | 28 |
|
|
2018
Q2 | $1.7M | Buy |
39,908
+19,677
| +97% | +$840K | 0.95% | 31 |
|
|
2018
Q1 | $825K | Sell |
20,231
-1,653
| -8% | -$67.4K | 0.44% | 61 |
|
|
2017
Q4 | $884K | Buy |
21,884
+4,664
| +27% | +$188K | 0.45% | 59 |
|
|
2017
Q3 | $580K | Buy |
17,220
+10
| +0.1% | +$337 | 0.29% | 83 |
|
|
2017
Q2 | $542K | Sell |
17,210
-5,221
| -23% | -$164K | 0.25% | 83 |
|
|
2017
Q1 | $765K | Buy |
22,431
+1,164
| +5% | +$39.7K | 0.47% | 64 |
|
|
2016
Q4 | $643K | Sell |
21,267
-1,584
| -7% | -$47.9K | 0.47% | 67 |
|
|
2016
Q3 | $728K | Buy |
22,851
+1,718
| +8% | +$54.7K | 0.59% | 56 |
|
|
2016
Q2 | $603K | Buy |
21,133
+988
| +5% | +$28.2K | 0.49% | 67 |
|
|
2016
Q1 | $572K | Buy |
+20,145
| New | +$572K | 0.46% | 69 |
|