WTFG
Wells Trecaso Financial Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
7,242
-640
| -8% | -$44.4K | 0.16% | 60 |
|
|
2025
Q1 | $486K | Hold |
7,882
| – | – | 0.16% | 60 |
|
|
2024
Q4 | $467K | Hold |
7,882
| – | – | 0.15% | 62 |
|
|
2024
Q3 | $419K | Hold |
7,882
| – | – | 0.14% | 66 |
|
|
2024
Q2 | $374K | Sell |
7,882
-1,008
| -11% | -$47.9K | 0.13% | 70 |
|
|
2024
Q1 | $444K | Buy |
8,890
+53
| +0.6% | +$2.65K | 0.16% | 63 |
|
|
2023
Q4 | $446K | Sell |
8,837
-37
| -0.4% | -$1.87K | 0.18% | 56 |
|
|
2023
Q3 | $477K | Sell |
8,874
-189
| -2% | -$10.2K | 0.21% | 56 |
|
|
2023
Q2 | $469K | Buy |
9,063
+28
| +0.3% | +$1.45K | 0.2% | 56 |
|
|
2023
Q1 | $472K | Buy |
9,035
+228
| +3% | +$11.9K | 0.22% | 52 |
|
|
2022
Q4 | $420K | Sell |
8,807
-1,985
| -18% | -$94.6K | 0.21% | 54 |
|
|
2022
Q3 | $432K | Sell |
10,792
-280
| -3% | -$11.2K | 0.24% | 54 |
|
|
2022
Q2 | $472K | Sell |
11,072
-88
| -0.8% | -$3.75K | 0.24% | 52 |
|
|
2022
Q1 | $622K | Sell |
11,160
-2,708
| -20% | -$151K | 0.28% | 50 |
|
|
2021
Q4 | $879K | Sell |
13,868
-874
| -6% | -$55.4K | 0.38% | 47 |
|
|
2021
Q3 | $802K | Sell |
14,742
-9
| -0.1% | -$490 | 0.38% | 44 |
|
|
2021
Q2 | $782K | Buy |
14,751
+202
| +1% | +$10.7K | 0.38% | 45 |
|
|
2021
Q1 | $752K | Sell |
14,549
-215
| -1% | -$11.1K | 0.4% | 44 |
|
|
2020
Q4 | $661K | Buy |
14,764
+156
| +1% | +$6.98K | 0.37% | 44 |
|
|
2020
Q3 | $576K | Buy |
14,608
+406
| +3% | +$16K | 0.37% | 46 |
|
|
2020
Q2 | $662K | Buy |
14,202
+28
| +0.2% | +$1.31K | 0.46% | 40 |
|
|
2020
Q1 | $558K | Sell |
14,174
-486
| -3% | -$19.1K | 0.5% | 39 |
|
|
2019
Q4 | $704K | Sell |
14,660
-15
| -0.1% | -$720 | 0.51% | 40 |
|
|
2019
Q3 | $725K | Buy |
14,675
+127
| +0.9% | +$6.27K | 0.58% | 38 |
|
|
2019
Q2 | $796K | Sell |
14,548
-142
| -1% | -$7.77K | 0.65% | 34 |
|
|
2019
Q1 | $793K | Buy |
14,690
+334
| +2% | +$18K | 0.67% | 35 |
|
|
2018
Q4 | $622K | Buy |
14,356
+10,313
| +255% | +$447K | 0.59% | 41 |
|
|
2018
Q3 | $683K | Sell |
4,043
-9,579
| -70% | -$1.62M | 0.57% | 39 |
|
|
2018
Q2 | $586K | Buy |
13,622
+349
| +3% | +$15K | 0.55% | 37 |
|
|
2018
Q1 | $569K | Sell |
13,273
-194
| -1% | -$8.32K | 0.54% | 37 |
|
|
2017
Q4 | $516K | Buy |
+13,467
| New | +$516K | 0.51% | 38 |
|