WF
Whelan Financial’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
3,404
+161
| +5% | +$11.2K | 0.09% | 59 |
|
|
2025
Q1 | $200K | Buy |
+3,243
| New | +$200K | 0.08% | 61 |
|
|
2024
Q1 | – | Sell |
-4,284
| Closed | -$216K | – | 44 |
|
|
2023
Q4 | $216K | Buy |
4,284
+22
| +0.5% | +$1.11K | 0.1% | 35 |
|
|
2023
Q3 | $229K | Buy |
4,262
+75
| +2% | +$4.03K | 0.12% | 31 |
|
|
2023
Q2 | $217K | Buy |
4,187
+19
| +0.5% | +$983 | 0.11% | 29 |
|
|
2023
Q1 | $218K | Buy |
+4,168
| New | +$218K | 0.12% | 29 |
|
|
2022
Q2 | – | Sell |
-3,796
| Closed | -$212K | – | 23 |
|
|
2022
Q1 | $212K | Buy |
3,796
+17
| +0.4% | +$949 | 0.13% | 21 |
|
|
2021
Q4 | $239K | Buy |
3,779
+18
| +0.5% | +$1.14K | 0.15% | 14 |
|
|
2021
Q3 | $205K | Buy |
+3,761
| New | +$205K | 0.19% | 16 |
|