WWM
Windsor Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $339K | Buy |
6,299
+10
| +0.2% | +$538 | 0.06% | 117 |
|
|
2023
Q2 | $325K | Buy |
6,289
+523
| +9% | +$27K | 0.06% | 122 |
|
|
2023
Q1 | $296K | Buy |
5,766
+10
| +0.2% | +$513 | 0.06% | 127 |
|
|
2022
Q4 | $278K | Buy |
5,756
+48
| +0.8% | +$2.32K | 0.06% | 130 |
|
|
2022
Q3 | $230K | Sell |
5,708
-222
| -4% | -$8.95K | 0.06% | 134 |
|
|
2022
Q2 | $253K | Sell |
5,930
-8,914
| -60% | -$380K | 0.06% | 130 |
|
|
2022
Q1 | $806K | Sell |
14,844
-1,912
| -11% | -$104K | 0.15% | 123 |
|
|
2021
Q4 | $1.03M | Buy |
16,756
+1,332
| +9% | +$81.6K | 0.19% | 113 |
|
|
2021
Q3 | $850K | Buy |
15,424
+1,138
| +8% | +$62.7K | 0.18% | 116 |
|
|
2021
Q2 | $757K | Sell |
14,286
-1,581
| -10% | -$83.8K | 0.16% | 121 |
|
|
2021
Q1 | $821K | Buy |
15,867
+1,938
| +14% | +$100K | 0.2% | 108 |
|
|
2020
Q4 | $623K | Sell |
13,929
-2,443
| -15% | -$109K | 0.16% | 120 |
|
|
2020
Q3 | $617K | Sell |
16,372
-7,479
| -31% | -$282K | 0.18% | 109 |
|
|
2020
Q2 | $1.11M | Buy |
23,851
+1,435
| +6% | +$66.9K | 0.35% | 66 |
|
|
2020
Q1 | $881K | Sell |
22,416
-3,013
| -12% | -$118K | 0.36% | 67 |
|
|
2019
Q4 | $1.22M | Sell |
25,429
-3,397
| -12% | -$163K | 0.45% | 55 |
|
|
2019
Q3 | $1.34M | Sell |
28,826
-2,850
| -9% | -$133K | 0.58% | 40 |
|
|
2019
Q2 | $1.73M | Buy |
31,676
+11,357
| +56% | +$622K | 0.76% | 30 |
|
|
2019
Q1 | $1.1M | Buy |
20,319
+764
| +4% | +$41.2K | 0.62% | 40 |
|
|
2018
Q4 | $847K | Buy |
19,555
+3,798
| +24% | +$165K | 0.58% | 47 |
|
|
2018
Q3 | $767K | Buy |
15,757
+4,300
| +38% | +$209K | 0.5% | 54 |
|
|
2018
Q2 | $493K | Buy |
11,457
+1,787
| +18% | +$76.9K | 0.39% | 73 |
|
|
2018
Q1 | $415K | Buy |
9,670
+517
| +6% | +$22.2K | 0.35% | 82 |
|
|
2017
Q4 | $351K | Buy |
+9,153
| New | +$351K | 0.3% | 85 |
|