WDG
Wealth Dimensions Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Sell |
12,087
-10
| -0.1% | -$694 | 0.18% | 73 |
|
|
2025
Q1 | $746K | Buy |
12,097
+608
| +5% | +$37.5K | 0.18% | 70 |
|
|
2024
Q4 | $680K | Buy |
11,489
+117
| +1% | +$6.93K | 0.17% | 72 |
|
|
2024
Q3 | $605K | Buy |
11,372
+182
| +2% | +$9.69K | 0.15% | 76 |
|
|
2024
Q2 | $532K | Sell |
11,190
-673
| -6% | -$32K | 0.15% | 78 |
|
|
2024
Q1 | $592K | Sell |
11,863
-193
| -2% | -$9.63K | 0.17% | 73 |
|
|
2023
Q4 | $609K | Sell |
12,056
-592
| -5% | -$29.9K | 0.19% | 65 |
|
|
2023
Q3 | $680K | Sell |
12,648
-753
| -6% | -$40.5K | 0.25% | 54 |
|
|
2023
Q2 | $693K | Buy |
13,401
+188
| +1% | +$9.73K | 0.25% | 53 |
|
|
2023
Q1 | $691K | Buy |
13,213
+1,300
| +11% | +$68K | 0.27% | 50 |
|
|
2022
Q4 | $568K | Buy |
11,913
+776
| +7% | +$37K | 0.23% | 55 |
|
|
2022
Q3 | $445K | Buy |
11,137
+1
| +0% | +$40 | 0.22% | 63 |
|
|
2022
Q2 | $475K | Sell |
11,136
-81
| -0.7% | -$3.46K | 0.23% | 65 |
|
|
2022
Q1 | $625K | Buy |
11,217
+91
| +0.8% | +$5.07K | 0.29% | 57 |
|
|
2021
Q4 | $705K | Buy |
11,126
+262
| +2% | +$16.6K | 0.35% | 49 |
|
|
2021
Q3 | $591K | Buy |
10,864
+173
| +2% | +$9.41K | 0.38% | 54 |
|
|
2021
Q2 | $567K | Sell |
10,691
-701
| -6% | -$37.2K | 0.38% | 49 |
|
|
2021
Q1 | $589K | Sell |
11,392
-150
| -1% | -$7.76K | 0.46% | 44 |
|
|
2020
Q4 | $517K | Buy |
+11,542
| New | +$517K | 0.45% | 43 |
|