WFS
Widmann Financial Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
7,002
+500
| +8% | +$34.7K | 0.34% | 67 |
|
|
2025
Q1 | $401K | Hold |
6,502
| – | – | 0.31% | 67 |
|
|
2024
Q4 | $385K | Hold |
6,502
| – | – | 0.3% | 67 |
|
|
2024
Q3 | $346K | Sell |
6,502
-83
| -1% | -$4.42K | 0.26% | 73 |
|
|
2024
Q2 | $313K | Sell |
6,585
-102
| -2% | -$4.85K | 0.25% | 71 |
|
|
2024
Q1 | $334K | Buy |
6,687
+102
| +2% | +$5.09K | 0.28% | 71 |
|
|
2023
Q4 | $333K | Sell |
6,585
-2,251
| -25% | -$114K | 0.3% | 63 |
|
|
2023
Q3 | $475K | Hold |
8,836
| – | – | 0.47% | 54 |
|
|
2023
Q2 | $457K | Sell |
8,836
-75
| -0.8% | -$3.88K | 0.44% | 52 |
|
|
2023
Q1 | $466K | Hold |
8,911
| – | – | 0.47% | 51 |
|
|
2022
Q4 | $425K | Hold |
8,911
| – | – | 0.44% | 53 |
|
|
2022
Q3 | $356K | Hold |
8,911
| – | – | 0.39% | 59 |
|
|
2022
Q2 | $379K | Hold |
8,911
| – | – | 0.39% | 59 |
|
|
2022
Q1 | $496K | Sell |
8,911
-300
| -3% | -$16.7K | 0.44% | 53 |
|
|
2021
Q4 | $583K | Buy |
+9,211
| New | +$583K | 0.48% | 50 |
|