WFA
Wade Financial Advisory’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $554K | Sell |
8,973
-283
| -3% | -$17.5K | 0.19% | 49 |
|
|
2024
Q4 | $548K | Hold |
9,256
| – | – | 0.19% | 49 |
|
|
2024
Q3 | $493K | Hold |
9,256
| – | – | 0.17% | 54 |
|
|
2024
Q2 | $440K | Hold |
9,256
| – | – | 0.16% | 55 |
|
|
2024
Q1 | $462K | Hold |
9,256
| – | – | 0.17% | 54 |
|
|
2023
Q4 | $468K | Sell |
9,256
-763
| -8% | -$38.5K | 0.18% | 55 |
|
|
2023
Q3 | $539K | Sell |
10,019
-565
| -5% | -$30.4K | 0.23% | 47 |
|
|
2023
Q2 | $548K | Hold |
10,584
| – | – | 0.22% | 49 |
|
|
2023
Q1 | $553K | Sell |
10,584
-100
| -0.9% | -$5.23K | 0.23% | 47 |
|
|
2022
Q4 | $509K | Sell |
10,684
-100
| -0.9% | -$4.76K | 0.23% | 51 |
|
|
2022
Q3 | $431K | Sell |
10,784
-133
| -1% | -$5.32K | 0.22% | 55 |
|
|
2022
Q2 | $466K | Sell |
10,917
-100
| -0.9% | -$4.27K | 0.22% | 55 |
|
|
2022
Q1 | $614K | Sell |
11,017
-5,841
| -35% | -$326K | 0.26% | 52 |
|
|
2021
Q4 | $1.07M | Hold |
16,858
| – | – | 0.56% | 32 |
|
|
2021
Q3 | $918K | Sell |
16,858
-233
| -1% | -$12.7K | 0.52% | 34 |
|
|
2021
Q2 | $906K | Buy |
17,091
+33
| +0.2% | +$1.75K | 0.5% | 35 |
|
|
2021
Q1 | $882K | Hold |
17,058
| – | – | 0.56% | 31 |
|
|
2020
Q4 | $763K | Hold |
17,058
| – | – | 0.51% | 35 |
|
|
2020
Q3 | $672K | Hold |
17,058
| – | – | 0.53% | 38 |
|
|
2020
Q2 | $796K | Sell |
17,058
-2,069
| -11% | -$96.5K | 0.69% | 33 |
|
|
2020
Q1 | $752K | Sell |
19,127
-72
| -0.4% | -$2.83K | 0.75% | 32 |
|
|
2019
Q4 | $921K | Buy |
+19,199
| New | +$921K | 0.81% | 24 |
|