WWC
Waypoint Wealth Counsel’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Buy |
14,062
+607
| +5% | +$42.1K | 0.48% | 39 |
|
|
2025
Q1 | $830K | Buy |
13,455
+400
| +3% | +$24.7K | 0.52% | 39 |
|
|
2024
Q4 | $773K | Buy |
13,055
+214
| +2% | +$12.7K | 0.5% | 39 |
|
|
2024
Q3 | $683K | Buy |
12,841
+74
| +0.6% | +$3.94K | 0.46% | 41 |
|
|
2024
Q2 | $607K | Sell |
12,767
-8,147
| -39% | -$387K | 0.46% | 40 |
|
|
2024
Q1 | $1.04M | Buy |
20,914
+77
| +0.4% | +$3.84K | 0.8% | 30 |
|
|
2023
Q4 | $1.05M | Buy |
20,837
+841
| +4% | +$42.5K | 0.9% | 29 |
|
|
2023
Q3 | $1.08M | Buy |
19,996
+60
| +0.3% | +$3.23K | 1.01% | 24 |
|
|
2023
Q2 | $1.03M | Sell |
19,936
-1,226
| -6% | -$63.4K | 0.92% | 27 |
|
|
2023
Q1 | $1.11M | Sell |
21,162
-874
| -4% | -$45.7K | 0.86% | 27 |
|
|
2022
Q4 | $1.05M | Buy |
+22,036
| New | +$1.05M | 0.85% | 30 |
|