WFA
WMG Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,157
| Closed | -$257K | – | 159 |
|
|
2024
Q1 | $257K | Sell |
5,157
-496
| -9% | -$24.8K | 0.15% | 110 |
|
|
2023
Q4 | $286K | Buy |
+5,653
| New | +$286K | 0.19% | 83 |
|
|
2023
Q1 | – | Sell |
-5,602
| Closed | -$267K | – | 124 |
|
|
2022
Q4 | $267K | Sell |
5,602
-133
| -2% | -$6.34K | 0.23% | 92 |
|
|
2022
Q3 | $228K | Sell |
5,735
-150
| -3% | -$5.96K | 0.21% | 116 |
|
|
2022
Q2 | $251K | Buy |
5,885
+5
| +0.1% | +$213 | 0.22% | 108 |
|
|
2022
Q1 | $327K | Sell |
5,880
-470
| -7% | -$26.1K | 0.24% | 102 |
|
|
2021
Q4 | $402K | Buy |
+6,350
| New | +$402K | 0.31% | 85 |
|