WP
WealthSource Partners’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $1.82M | Buy |
36,018
+829
| +2% | +$41.9K | 0.12% | 135 |
|
2023
Q3 | $1.89M | Sell |
35,189
-517
| -1% | -$27.8K | 0.13% | 126 |
|
2023
Q2 | $1.85M | Sell |
35,706
-2,411
| -6% | -$125K | 0.12% | 134 |
|
2023
Q1 | $1.99M | Sell |
38,117
-2,651
| -7% | -$139K | 0.13% | 120 |
|
2022
Q4 | $1.94M | Sell |
40,768
-3,024
| -7% | -$144K | 0.14% | 121 |
|
2022
Q3 | $1.75M | Buy |
43,792
+1,089
| +3% | +$43.6K | 0.13% | 131 |
|
2022
Q2 | $1.82M | Sell |
42,703
-1,886
| -4% | -$80.4K | 0.13% | 128 |
|
2022
Q1 | $2.49M | Sell |
44,589
-363
| -0.8% | -$20.2K | 0.17% | 104 |
|
2021
Q4 | $2.85M | Sell |
44,952
-468
| -1% | -$29.7K | 0.23% | 73 |
|
2021
Q3 | $2.47M | Sell |
45,420
-2,430
| -5% | -$132K | 0.22% | 77 |
|
2021
Q2 | $2.54M | Sell |
47,850
-1,798
| -4% | -$95.3K | 0.23% | 66 |
|
2021
Q1 | $2.57M | Buy |
49,648
+5,234
| +12% | +$271K | 0.26% | 59 |
|
2020
Q4 | $1.99M | Sell |
44,414
-3,445
| -7% | -$154K | 0.23% | 55 |
|
2020
Q3 | $1.89M | Buy |
47,859
+476
| +1% | +$18.7K | 0.25% | 51 |
|
2020
Q2 | $2.21M | Sell |
47,383
-19,661
| -29% | -$917K | 0.32% | 41 |
|
2020
Q1 | $2.64M | Buy |
67,044
+15,928
| +31% | +$626K | 0.42% | 34 |
|
2019
Q4 | $2.45M | Sell |
51,116
-8,190
| -14% | -$393K | 0.32% | 59 |
|
2019
Q3 | $2.93M | Buy |
59,306
+6,416
| +12% | +$317K | 0.44% | 60 |
|
2019
Q2 | $2.9M | Buy |
52,890
+19,516
| +58% | +$1.07M | 0.46% | 59 |
|
2019
Q1 | $1.8M | Buy |
33,374
+2,326
| +7% | +$126K | 0.41% | 67 |
|
2018
Q4 | $1.35M | Buy |
31,048
+4,187
| +16% | +$181K | 0.39% | 65 |
|
2018
Q3 | $1.31M | Sell |
26,861
-315
| -1% | -$15.3K | 0.34% | 67 |
|
2018
Q2 | $1.17M | Buy |
27,176
+3,007
| +12% | +$129K | 0.33% | 77 |
|
2018
Q1 | $1.04M | Sell |
24,169
-5,301
| -18% | -$227K | 0.32% | 81 |
|
2017
Q4 | $1.13M | Sell |
29,470
-3,588
| -11% | -$137K | 0.35% | 71 |
|
2017
Q3 | $1.11M | Buy |
33,058
+320
| +1% | +$10.8K | 0.37% | 71 |
|
2017
Q2 | $1.03M | Buy |
32,738
+739
| +2% | +$23.1K | 0.35% | 74 |
|
2017
Q1 | $1.08M | Buy |
31,999
+1,276
| +4% | +$43.1K | 0.4% | 60 |
|
2016
Q4 | $928K | Buy |
30,723
+191
| +0.6% | +$5.77K | 0.39% | 58 |
|
2016
Q3 | $968K | Buy |
30,532
+6,067
| +25% | +$192K | 0.35% | 65 |
|
2016
Q2 | $702K | Buy |
24,465
+2,915
| +14% | +$83.6K | 0.26% | 78 |
|
2016
Q1 | $614K | Buy |
+21,550
| New | +$614K | 0.25% | 82 |
|