WA
Wealth Architects’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
22,077
-1,603
| -7% | -$111K | 0.16% | 70 |
|
|
2025
Q1 | $1.46M | Buy |
23,680
+8,074
| +52% | +$498K | 0.16% | 72 |
|
|
2024
Q4 | $924K | Buy |
15,606
+1,042
| +7% | +$61.7K | 0.1% | 86 |
|
|
2024
Q3 | $775K | Sell |
14,564
-923
| -6% | -$49.1K | 0.09% | 95 |
|
|
2024
Q2 | $736K | Buy |
15,487
+144
| +0.9% | +$6.84K | 0.09% | 98 |
|
|
2024
Q1 | $766K | Buy |
15,343
+40
| +0.3% | +$2K | 0.1% | 93 |
|
|
2023
Q4 | $773K | Sell |
15,303
-165
| -1% | -$8.34K | 0.11% | 84 |
|
|
2023
Q3 | $832K | Sell |
15,468
-115
| -0.7% | -$6.18K | 0.14% | 73 |
|
|
2023
Q2 | $806K | Buy |
15,583
+137
| +0.9% | +$7.09K | 0.13% | 74 |
|
|
2023
Q1 | $807K | Buy |
15,446
+487
| +3% | +$25.5K | 0.14% | 71 |
|
|
2022
Q4 | $713K | Buy |
14,959
+113
| +0.8% | +$5.38K | 0.13% | 73 |
|
|
2022
Q3 | $594K | Sell |
14,846
-44
| -0.3% | -$1.76K | 0.12% | 76 |
|
|
2022
Q2 | $635K | Sell |
14,890
-5,859
| -28% | -$250K | 0.12% | 80 |
|
|
2022
Q1 | $1.16M | Sell |
20,749
-52
| -0.2% | -$2.9K | 0.2% | 50 |
|
|
2021
Q4 | $1.32M | Sell |
20,801
-5,519
| -21% | -$350K | 0.23% | 45 |
|
|
2021
Q3 | $1.43M | Buy |
26,320
+481
| +2% | +$26.2K | 0.28% | 42 |
|
|
2021
Q2 | $1.37M | Buy |
25,839
+16,130
| +166% | +$855K | 0.27% | 38 |
|
|
2021
Q1 | $502K | Buy |
9,709
+471
| +5% | +$24.4K | 0.11% | 84 |
|
|
2020
Q4 | $413K | Sell |
9,238
-328
| -3% | -$14.7K | 0.1% | 92 |
|
|
2020
Q3 | $377K | Buy |
9,566
+2,302
| +32% | +$90.7K | 0.1% | 92 |
|
|
2020
Q2 | $339K | Buy |
7,264
+88
| +1% | +$4.11K | 0.1% | 96 |
|
|
2020
Q1 | $282K | Buy |
7,176
+744
| +12% | +$29.2K | 0.1% | 99 |
|
|
2019
Q4 | $308K | Sell |
6,432
-995
| -13% | -$47.6K | 0.09% | 91 |
|
|
2019
Q3 | $367K | Buy |
7,427
+539
| +8% | +$26.6K | 0.11% | 80 |
|
|
2019
Q2 | $377K | Buy |
6,888
+764
| +12% | +$41.8K | 0.11% | 80 |
|
|
2019
Q1 | $331K | Sell |
6,124
-152
| -2% | -$8.22K | 0.1% | 84 |
|
|
2018
Q4 | $272K | Buy |
6,276
+397
| +7% | +$17.2K | 0.1% | 92 |
|
|
2018
Q3 | $286K | Buy |
5,879
+207
| +4% | +$10.1K | 0.09% | 102 |
|
|
2018
Q2 | $244K | Sell |
5,672
-170
| -3% | -$7.31K | 0.08% | 109 |
|
|
2018
Q1 | $251K | Sell |
5,842
-2,691
| -32% | -$116K | 0.08% | 101 |
|
|
2017
Q4 | $327K | Sell |
8,533
-595
| -7% | -$22.8K | 0.11% | 88 |
|
|
2017
Q3 | $307K | Buy |
+9,128
| New | +$307K | 0.11% | 94 |
|
|
2017
Q2 | – | Sell |
-6,344
| Closed | -$214K | – | 123 |
|
|
2017
Q1 | $214K | Sell |
6,344
-4,445
| -41% | -$150K | 0.09% | 110 |
|
|
2016
Q4 | $326K | Sell |
10,789
-5,876
| -35% | -$178K | 0.15% | 82 |
|
|
2016
Q3 | $528K | Buy |
16,665
+35
| +0.2% | +$1.11K | 0.24% | 57 |
|
|
2016
Q2 | $477K | Sell |
16,630
-498
| -3% | -$14.3K | 0.23% | 63 |
|
|
2016
Q1 | $488K | Sell |
17,128
-1,898
| -10% | -$54.1K | 0.24% | 58 |
|
|
2015
Q4 | $517K | Sell |
19,026
-527
| -3% | -$14.3K | 0.26% | 59 |
|
|
2015
Q3 | $513K | Buy |
19,553
+485
| +3% | +$12.7K | 0.28% | 54 |
|
|
2015
Q2 | $524K | Buy |
19,068
+21
| +0.1% | +$577 | 0.28% | 54 |
|
|
2015
Q1 | $524K | Buy |
19,047
+198
| +1% | +$5.45K | 0.3% | 47 |
|
|
2014
Q4 | $524K | Buy |
+18,849
| New | +$524K | 0.31% | 45 |
|