WMA
Wealth Management Associates’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
11,388
-173
| -1% | -$12K | 0.31% | 64 |
|
|
2025
Q1 | $713K | Buy |
11,561
+3
| +0% | +$185 | 0.31% | 64 |
|
|
2024
Q4 | $684K | Hold |
11,558
| – | – | 0.29% | 69 |
|
|
2024
Q3 | $615K | Hold |
11,558
| – | – | 0.27% | 76 |
|
|
2024
Q2 | $549K | Hold |
11,558
| – | – | 0.26% | 79 |
|
|
2024
Q1 | $549K | Sell |
11,558
-1,552
| -12% | -$73.7K | 0.26% | 79 |
|
|
2023
Q4 | $662K | Sell |
13,110
-670
| -5% | -$33.8K | 0.35% | 67 |
|
|
2023
Q3 | $741K | Buy |
13,780
+857
| +7% | +$46.1K | 0.43% | 59 |
|
|
2023
Q2 | $669K | Sell |
12,923
-201
| -2% | -$10.4K | 0.38% | 60 |
|
|
2023
Q1 | $686K | Buy |
13,124
+5
| +0% | +$261 | 0.42% | 59 |
|
|
2022
Q4 | $625K | Buy |
13,119
+681
| +5% | +$32.4K | 0.42% | 60 |
|
|
2022
Q3 | $498K | Buy |
12,438
+140
| +1% | +$5.6K | 0.35% | 76 |
|
|
2022
Q2 | $524K | Sell |
12,298
-971
| -7% | -$41.4K | 0.36% | 67 |
|
|
2022
Q1 | $740K | Sell |
13,269
-428
| -3% | -$23.9K | 0.42% | 61 |
|
|
2021
Q4 | $868K | Buy |
13,697
+297
| +2% | +$18.8K | 0.47% | 51 |
|
|
2021
Q3 | $729K | Buy |
13,400
+291
| +2% | +$15.8K | 0.43% | 58 |
|
|
2021
Q2 | $695K | Buy |
13,109
+1,393
| +12% | +$73.8K | 0.39% | 61 |
|
|
2021
Q1 | $606K | Buy |
11,716
+359
| +3% | +$18.6K | 0.38% | 63 |
|
|
2020
Q4 | $508K | Sell |
11,357
-964
| -8% | -$43.1K | 0.33% | 74 |
|
|
2020
Q3 | $485K | Sell |
12,321
-16
| -0.1% | -$630 | 0.38% | 63 |
|
|
2020
Q2 | $575K | Buy |
12,337
+1,659
| +16% | +$77.4K | 0.49% | 53 |
|
|
2020
Q1 | $420K | Buy |
10,678
+734
| +7% | +$28.9K | 0.42% | 55 |
|
|
2019
Q4 | $477K | Buy |
9,944
+798
| +9% | +$38.3K | 0.34% | 72 |
|
|
2019
Q3 | $452K | Buy |
9,146
+5,310
| +138% | +$262K | 0.36% | 68 |
|
|
2019
Q2 | $210K | Buy |
+3,836
| New | +$210K | 0.21% | 91 |
|