WOSD
WFA of San Diego’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.1K | Buy |
+866
| New | +$60.1K | 0.04% | 181 |
|
|
2024
Q3 | $48.8K | Sell |
916
-99
| -10% | -$5.27K | 0.04% | 186 |
|
|
2024
Q2 | $48.2K | Buy |
+1,015
| New | +$48.2K | 0.04% | 178 |
|
|
2023
Q3 | $54.6K | Sell |
1,015
-300
| -23% | -$16.1K | 0.06% | 162 |
|
|
2023
Q2 | $68K | Buy |
+1,315
| New | +$68K | 0.07% | 143 |
|
|
2023
Q1 | – | Sell |
-2,255
| Closed | -$107K | – | 126 |
|
|
2022
Q4 | $107K | Buy |
+2,255
| New | +$107K | 0.08% | 135 |
|
|
2022
Q3 | – | Sell |
-2,432
| Closed | -$104K | – | 143 |
|
|
2022
Q2 | $104K | Sell |
2,432
-1,402
| -37% | -$60K | 0.09% | 113 |
|
|
2022
Q1 | $214K | Sell |
3,834
-98
| -2% | -$5.47K | 0.16% | 87 |
|
|
2021
Q4 | $249K | Sell |
3,932
-58
| -1% | -$3.67K | 0.14% | 105 |
|
|
2021
Q3 | $217K | Buy |
3,990
+138
| +4% | +$7.51K | 0.15% | 94 |
|
|
2021
Q2 | $204K | Buy |
+3,852
| New | +$204K | 0.16% | 87 |
|
|
2020
Q3 | – | Sell |
-12,652
| Closed | -$617K | – | 104 |
|
|
2020
Q2 | $617K | Buy |
+12,652
| New | +$617K | 0.14% | 138 |
|