WCFA
Walkner Condon Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
6,892
+479
| +7% | +$33.2K | 0.09% | 166 |
|
|
2025
Q1 | $396K | Buy |
6,413
+568
| +10% | +$35.1K | 0.08% | 177 |
|
|
2024
Q4 | $346K | Sell |
5,845
-222
| -4% | -$13.1K | 0.07% | 196 |
|
|
2024
Q3 | $323K | Buy |
6,067
+396
| +7% | +$21.1K | 0.07% | 206 |
|
|
2024
Q2 | $269K | Sell |
5,671
-524
| -8% | -$24.9K | 0.06% | 215 |
|
|
2024
Q1 | $309K | Sell |
6,195
-178
| -3% | -$8.88K | 0.07% | 209 |
|
|
2023
Q4 | $322K | Buy |
6,373
+547
| +9% | +$27.6K | 0.07% | 203 |
|
|
2023
Q3 | $313K | Buy |
5,826
+34
| +0.6% | +$1.83K | 0.08% | 183 |
|
|
2023
Q2 | $300K | Buy |
5,792
+400
| +7% | +$20.7K | 0.08% | 184 |
|
|
2023
Q1 | $282K | Sell |
5,392
-1,635
| -23% | -$85.5K | 0.08% | 183 |
|
|
2022
Q4 | $335K | Buy |
7,027
+355
| +5% | +$16.9K | 0.1% | 155 |
|
|
2022
Q3 | $267K | Buy |
6,672
+336
| +5% | +$13.4K | 0.09% | 174 |
|
|
2022
Q2 | $270K | Buy |
6,336
+756
| +14% | +$32.2K | 0.08% | 187 |
|
|
2022
Q1 | $311K | Buy |
+5,580
| New | +$311K | 0.09% | 175 |
|
|
2021
Q4 | – | Sell |
-3,699
| Closed | -$201K | – | 125 |
|
|
2021
Q3 | $201K | Buy |
+3,699
| New | +$201K | 0.1% | 139 |
|