WH
Willner & Heller’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
4,650
+33
| +0.7% | +$2.29K | 0.27% | 109 |
|
|
2025
Q1 | $285K | Buy |
4,617
+29
| +0.6% | +$1.79K | 0.26% | 121 |
|
|
2024
Q4 | $272K | Sell |
4,588
-126
| -3% | -$7.46K | 0.24% | 128 |
|
|
2024
Q3 | $251K | Sell |
4,714
-1,625
| -26% | -$86.5K | 0.22% | 132 |
|
|
2024
Q2 | $301K | Buy |
6,339
+51
| +0.8% | +$2.42K | 0.29% | 111 |
|
|
2024
Q1 | $314K | Buy |
6,288
+45
| +0.7% | +$2.25K | 0.31% | 109 |
|
|
2023
Q4 | $315K | Buy |
+6,243
| New | +$315K | 0.35% | 99 |
|
|
2022
Q4 | $272K | Sell |
5,713
-377
| -6% | -$18K | 0.39% | 99 |
|
|
2022
Q3 | $244K | Sell |
6,090
-324
| -5% | -$13K | 0.39% | 97 |
|
|
2022
Q2 | $273K | Sell |
6,414
-101
| -2% | -$4.3K | 0.42% | 89 |
|
|
2022
Q1 | $413K | Buy |
6,515
+42
| +0.6% | +$2.66K | 0.51% | 65 |
|
|
2021
Q4 | $352K | Buy |
+6,473
| New | +$352K | 0.47% | 74 |
|