WFG
Wills Financial Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-37,567
| Closed | -$1.48M | – | 52 |
|
|
2020
Q1 | $1.48M | Sell |
37,567
-2,118
| -5% | -$83.3K | 1.05% | 29 |
|
|
2019
Q4 | $1.9M | Sell |
39,685
-4,340
| -10% | -$208K | 1.09% | 34 |
|
|
2019
Q3 | $2.18M | Buy |
44,025
+4,994
| +13% | +$247K | 1.4% | 29 |
|
|
2019
Q2 | $2.14M | Buy |
39,031
+22,191
| +132% | +$1.21M | 1.39% | 28 |
|
|
2019
Q1 | $909K | Buy |
16,840
+1,633
| +11% | +$88.1K | 0.62% | 41 |
|
|
2018
Q4 | $658K | Buy |
15,207
+10,592
| +230% | +$458K | 0.51% | 43 |
|
|
2018
Q3 | $224K | Buy |
+4,615
| New | +$224K | 0.15% | 68 |
|
|
2016
Q1 | – | Sell |
-7,600
| Closed | -$206K | – | 75 |
|
|
2015
Q4 | $206K | Buy |
+7,600
| New | +$206K | 0.18% | 74 |
|