WFA
West Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.8K | Hold |
574
| – | – | 0.01% | 114 |
|
|
2025
Q1 | $35.4K | Hold |
574
| – | – | 0.01% | 111 |
|
|
2024
Q4 | $34K | Hold |
574
| – | – | 0.01% | 115 |
|
|
2024
Q3 | $30.5K | Buy |
574
+309
| +117% | +$16.4K | 0.01% | 111 |
|
|
2024
Q2 | $12.6K | Hold |
265
| – | – | ﹤0.01% | 116 |
|
|
2024
Q1 | $13.2K | Hold |
265
| – | – | ﹤0.01% | 115 |
|
|
2023
Q4 | $13.4K | Sell |
265
-141
| -35% | -$7.12K | ﹤0.01% | 119 |
|
|
2023
Q3 | $21.8K | Buy |
406
+141
| +53% | +$7.58K | 0.01% | 107 |
|
|
2023
Q2 | $13.7K | Buy |
+265
| New | +$13.7K | ﹤0.01% | 122 |
|
|
2022
Q2 | – | Sell |
-141
| Closed | -$8K | – | 170 |
|
|
2022
Q1 | $8K | Buy |
+141
| New | +$8K | ﹤0.01% | 142 |
|