WIA
Wetzel Investment Advisors’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $379K | Sell |
5,467
-130
| -2% | -$9.02K | 0.17% | 78 |
|
2025
Q1 | $345K | Sell |
5,597
-255
| -4% | -$15.7K | 0.17% | 83 |
|
2024
Q4 | $346K | Sell |
5,852
-590
| -9% | -$34.9K | 0.17% | 82 |
|
2024
Q3 | $343K | Sell |
6,442
-1,084
| -14% | -$57.7K | 0.17% | 87 |
|
2024
Q2 | $376K | Sell |
7,526
-138
| -2% | -$6.89K | 0.21% | 73 |
|
2024
Q1 | $369K | Buy |
7,664
+223
| +3% | +$10.7K | 0.22% | 75 |
|
2023
Q4 | $376K | Buy |
+7,441
| New | +$376K | 0.23% | 73 |
|