WAS
Winch Advisory Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.7K | Buy |
1,321
+8
| +0.6% | +$555 | 0.02% | 129 |
|
|
2025
Q1 | $81K | Sell |
1,313
-9
| -0.7% | -$555 | 0.02% | 130 |
|
|
2024
Q4 | $78.3K | Buy |
1,322
+107
| +9% | +$6.34K | 0.02% | 131 |
|
|
2024
Q3 | $64.7K | Buy |
1,215
+9
| +0.7% | +$479 | 0.02% | 137 |
|
|
2024
Q2 | $57.3K | Buy |
1,206
+9
| +0.8% | +$428 | 0.02% | 138 |
|
|
2024
Q1 | $59.8K | Buy |
1,197
+7
| +0.6% | +$349 | 0.02% | 137 |
|
|
2023
Q4 | $60.1K | Sell |
1,190
-42
| -3% | -$2.12K | 0.02% | 131 |
|
|
2023
Q3 | $66K | Buy |
1,232
+199
| +19% | +$10.7K | 0.02% | 119 |
|
|
2023
Q2 | $53K | Buy |
1,033
+7
| +0.7% | +$359 | 0.02% | 130 |
|
|
2023
Q1 | $54K | Buy |
1,026
+7
| +0.7% | +$368 | 0.02% | 126 |
|
|
2022
Q4 | $49K | Buy |
1,019
+7
| +0.7% | +$337 | 0.02% | 125 |
|
|
2022
Q3 | $40K | Sell |
1,012
-247
| -20% | -$9.76K | 0.02% | 124 |
|
|
2022
Q2 | $54K | Buy |
1,259
+481
| +62% | +$20.6K | 0.02% | 118 |
|
|
2022
Q1 | $43K | Buy |
778
+100
| +15% | +$5.53K | 0.02% | 140 |
|
|
2021
Q4 | $43K | Buy |
678
+251
| +59% | +$15.9K | 0.01% | 137 |
|
|
2021
Q3 | $23K | Buy |
427
+1
| +0.2% | +$54 | 0.01% | 195 |
|
|
2021
Q2 | $23K | Buy |
426
+210
| +97% | +$11.3K | 0.01% | 181 |
|
|
2021
Q1 | $11K | Buy |
216
+1
| +0.5% | +$51 | ﹤0.01% | 236 |
|
|
2020
Q4 | $10K | Hold |
215
| – | – | ﹤0.01% | 229 |
|
|
2020
Q3 | $8K | Hold |
215
| – | – | ﹤0.01% | 224 |
|
|
2020
Q2 | $10K | Sell |
215
-102
| -32% | -$4.74K | ﹤0.01% | 194 |
|
|
2020
Q1 | $12K | Sell |
317
-53,850
| -99% | -$2.04M | 0.01% | 156 |
|
|
2019
Q4 | $2.6M | Buy |
54,167
+313
| +0.6% | +$15K | 1.23% | 23 |
|
|
2019
Q3 | $2.66M | Buy |
53,854
+830
| +2% | +$41K | 1.39% | 20 |
|
|
2019
Q2 | $2.9M | Buy |
53,024
+1,335
| +3% | +$73.1K | 1.51% | 21 |
|
|
2019
Q1 | $2.79M | Buy |
51,689
+3,766
| +8% | +$203K | 1.54% | 23 |
|
|
2018
Q4 | $2.08M | Sell |
47,923
-1,225
| -2% | -$53.1K | 1.16% | 24 |
|
|
2018
Q3 | $2.39M | Buy |
49,148
+2,714
| +6% | +$132K | 1.2% | 31 |
|
|
2018
Q2 | $2M | Buy |
46,434
+7,191
| +18% | +$309K | 1.08% | 32 |
|
|
2018
Q1 | $1.68M | Buy |
39,243
+6,607
| +20% | +$283K | 0.99% | 30 |
|
|
2017
Q4 | $1.25M | Buy |
32,636
+593
| +2% | +$22.7K | 0.75% | 41 |
|
|
2017
Q3 | $1.08M | Buy |
32,043
+443
| +1% | +$14.9K | 0.7% | 42 |
|
|
2017
Q2 | $989K | Buy |
31,600
+822
| +3% | +$25.7K | 0.62% | 45 |
|
|
2017
Q1 | $1.04M | Buy |
30,778
+3,956
| +15% | +$134K | 0.66% | 42 |
|
|
2016
Q4 | $811K | Buy |
26,822
+14,895
| +125% | +$450K | 0.56% | 45 |
|
|
2016
Q3 | $378K | Buy |
11,927
+10,138
| +567% | +$321K | 0.31% | 53 |
|
|
2016
Q2 | $12K | Buy |
1,789
+1,255
| +235% | +$8.42K | 0.01% | 131 |
|
|
2016
Q1 | $15K | Sell |
534
-900
| -63% | -$25.3K | 0.02% | 91 |
|
|
2015
Q4 | $3K | Sell |
1,434
-33
| -2% | -$69 | ﹤0.01% | 192 |
|
|
2015
Q3 | $4K | Sell |
1,467
-12,219
| -89% | -$33.3K | 0.01% | 168 |
|
|
2015
Q2 | $339K | Buy |
13,686
+13,363
| +4,137% | +$331K | 0.19% | 80 |
|
|
2015
Q1 | $9K | Buy |
+323
| New | +$9K | 0.01% | 162 |
|
|
2014
Q4 | – | Sell |
-266
| Closed | -$7K | – | 66 |
|
|
2014
Q3 | $7K | Buy |
266
+200
| +303% | +$5.26K | ﹤0.01% | 156 |
|
|
2014
Q2 | $2K | Sell |
66
-559
| -89% | -$16.9K | ﹤0.01% | 230 |
|
|
2014
Q1 | $14K | Buy |
+625
| New | +$14K | 0.01% | 150 |
|