Willow Creek Wealth Management’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.36M | Buy |
107,615
+62
| +0.1% | +$4.23K | 0.61% | 31 |
|
|
2025
Q2 | $7.46M | Buy |
107,553
+3,885
| +4% | +$239K | 0.67% | 31 |
|
|
2025
Q1 | $6.4M | Buy |
103,668
+383
| +0.4% | +$23.6K | 0.62% | 30 |
|
|
2024
Q4 | $6.11M | Hold |
103,285
| – | – | 0.62% | 31 |
|
|
2024
Q3 | $5.5M | Sell |
103,285
-45
| -0% | -$2.19K | 0.58% | 33 |
|
|
2024
Q2 | $4.91M | Buy |
103,330
+95
| +0.1% | +$4.51K | 0.56% | 33 |
|
|
2024
Q1 | $5.15M | Sell |
103,235
-91
| -0.1% | -$4.54K | 0.6% | 31 |
|
|
2023
Q4 | $5.22M | Buy |
103,326
+1,596
| +2% | +$81.5K | 0.65% | 29 |
|
|
2023
Q3 | $5.47M | Sell |
101,730
-96
| -0.1% | -$5.18K | 0.81% | 24 |
|
|
2023
Q2 | $5.27M | Buy |
101,826
+60
| +0.1% | +$2.95K | 0.75% | 24 |
|
|
2023
Q1 | $5.32M | Buy |
101,766
+233
| +0.2% | +$11.4K | 0.82% | 23 |
|
|
2022
Q4 | $4.84M | Sell |
101,533
-4
| -0% | -$182 | 0.8% | 22 |
|
|
2022
Q3 | $4.06M | Hold |
101,537
| – | – | 0.79% | 17 |
|
|
2022
Q2 | $4.33M | Hold |
101,537
| – | – | 0.8% | 19 |
|
|
2022
Q1 | $5.66M | Sell |
101,537
-28
| -0% | -$1.58K | 1.14% | 15 |
|
|
2021
Q4 | $6.44M | Buy |
101,565
+28
| +0% | +$1.6K | 1.33% | 16 |
|
|
2021
Q3 | $5.53M | Buy |
101,537
+100
| +0.1% | +$5.61K | 1.22% | 16 |
|
|
2021
Q2 | $5.38M | Sell |
101,437
-1,880
| -2% | -$98.9K | 1.28% | 15 |
|
|
2021
Q1 | $5.34M | Buy |
103,317
+76,523
| +286% | +$3.59M | 1.96% | 10 |
|
|
2020
Q4 | $1.2M | Hold |
26,794
| – | – | 0.45% | 24 |
|
|
2020
Q3 | $1.05M | Buy |
26,794
+654
| +3% | +$28.5K | 0.44% | 24 |
|
|
2020
Q2 | $1.22M | Sell |
26,140
-725
| -3% | -$31.8K | 0.55% | 20 |
|
|
2020
Q1 | $1.06M | Buy |
26,865
+42
| +0.2% | +$1.84K | 0.53% | 21 |
|
|
2019
Q4 | $1.29M | Hold |
26,823
| – | – | 0.59% | 21 |
|
|
2019
Q3 | $1.32M | Buy |
26,823
+366
| +1% | +$19K | 0.61% | 20 |
|
|
2019
Q2 | $1.45M | Buy |
26,457
+67
| +0.3% | +$3.7K | 0.69% | 18 |
|
|
2019
Q1 | $1.43M | Sell |
26,390
-230
| -0.9% | -$11.2K | 0.72% | 19 |
|
|
2018
Q4 | $1.15M | Sell |
26,620
-153
| -0.6% | -$7K | 0.61% | 18 |
|
|
2018
Q3 | $1.3M | Sell |
26,773
-49
| -0.2% | -$2.2K | 0.73% | 15 |
|
|
2018
Q2 | $1.15M | Sell |
26,822
-1,140
| -4% | -$49.8K | 0.65% | 15 |
|
|
2018
Q1 | $1.2M | Buy |
27,962
+519
| +2% | +$22K | 0.64% | 18 |
|
|
2017
Q4 | $1.05M | Buy |
27,443
+7,024
| +34% | +$251K | 0.69% | 12 |
|
|
2017
Q3 | $687K | Hold |
20,419
| – | – | 0.45% | 16 |
|
|
2017
Q2 | $639K | Buy |
20,419
+1,402
| +7% | +$45.7K | 0.43% | 16 |
|
|
2017
Q1 | $643K | Sell |
19,017
-1,328
| -7% | -$43.1K | 0.44% | 16 |
|
|
2016
Q4 | $615K | Buy |
20,345
+1,159
| +6% | +$35.3K | 0.45% | 16 |
|
|
2016
Q3 | $609K | Sell |
19,186
-1,771
| -8% | -$54.5K | 0.48% | 13 |
|
|
2016
Q2 | $601K | Buy |
20,957
+281
| +1% | +$7.89K | 0.49% | 13 |
|
|
2016
Q1 | $589K | Sell |
20,676
-1,665
| -7% | -$42.8K | 0.53% | 12 |
|
|
2015
Q4 | $607K | Buy |
22,341
+435
| +2% | +$12K | 0.55% | 12 |
|
|
2015
Q3 | $575K | Hold |
21,906
| – | – | 0.53% | 13 |
|
|
2015
Q2 | $602K | Sell |
21,906
-1,000
| -4% | -$28.7K | 0.56% | 13 |
|
|
2015
Q1 | $630K | Sell |
22,906
-440
| -2% | -$12.4K | 0.59% | 10 |
|
|
2014
Q4 | $649K | Buy |
+23,346
| New | +$603K | 0.63% | 10 |
|
Other funds holding CSCO
Willow Creek Wealth Management's CSCO Position: Q3 2025 in Review
Willow Creek Wealth Management increased its Cisco (CSCO) stake by 0.06% in Q3 2025, buying an estimated $4.23K and bringing the position to 107,615 shares worth $7.36M. The position accounts for 0.61% of the portfolio, ranked #31.
Willow Creek Wealth Management first reported a position in CSCO in Q4 2014 and has held it in 44 quarters since. The position peaked at $7.46M in Q2 2025. 3,449 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.
- Willow Creek Wealth Management held 107,615 shares of Cisco worth $7.36M as of Q3 2025.
- Willow Creek Wealth Management bought 62 Cisco shares in Q3 2025, an estimated $4.23K.
- Cisco made up 0.61% of Willow Creek Wealth Management's portfolio in Q3 2025, its #31 holding.
- Willow Creek Wealth Management first reported a position in Cisco in Q4 2014 and has held it in 44 quarters since.
- Willow Creek Wealth Management's Cisco position peaked at $7.46M in Q2 2025.
- 3,449 funds tracked by Wall St. Rank held Cisco as of Q3 2025.
Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.