WFM
Wolff Financial Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
10,731
+124
| +1% | +$8.61K | 0.19% | 54 |
|
|
2025
Q1 | $655K | Hold |
10,607
| – | – | 0.18% | 57 |
|
|
2024
Q4 | $628K | Hold |
10,607
| – | – | 0.17% | 54 |
|
|
2024
Q3 | $565K | Hold |
10,607
| – | – | 0.15% | 62 |
|
|
2024
Q2 | $504K | Hold |
10,607
| – | – | 0.37% | 31 |
|
|
2024
Q1 | $529K | Hold |
10,607
| – | – | 0.15% | 66 |
|
|
2023
Q4 | $536K | Hold |
10,607
| – | – | 0.17% | 62 |
|
|
2023
Q3 | $570K | Sell |
10,607
-85
| -0.8% | -$4.57K | 0.19% | 58 |
|
|
2023
Q2 | $553K | Sell |
10,692
-100
| -0.9% | -$5.17K | 0.48% | 24 |
|
|
2023
Q1 | $564K | Hold |
10,792
| – | – | 0.2% | 63 |
|
|
2022
Q4 | $514K | Hold |
10,792
| – | – | 0.19% | 65 |
|
|
2022
Q3 | $431K | Hold |
10,792
| – | – | 0.2% | 70 |
|
|
2022
Q2 | $460K | Buy |
10,792
+200
| +2% | +$8.53K | 0.2% | 70 |
|
|
2022
Q1 | $591K | Sell |
10,592
-200
| -2% | -$11.2K | 0.23% | 58 |
|
|
2021
Q4 | $684K | Hold |
10,792
| – | – | 0.26% | 57 |
|
|
2021
Q3 | $587K | Buy |
+10,792
| New | +$587K | 0.51% | 21 |
|
|
2021
Q1 | $557K | Hold |
10,762
| – | – | 0.26% | 60 |
|
|
2020
Q4 | $482K | Hold |
10,762
| – | – | 0.25% | 60 |
|
|
2020
Q3 | $424K | Hold |
10,762
| – | – | 0.25% | 60 |
|
|
2020
Q2 | $502K | Hold |
10,762
| – | – | 0.32% | 56 |
|
|
2020
Q1 | $423K | Hold |
10,762
| – | – | 0.32% | 55 |
|
|
2019
Q4 | $516K | Hold |
10,762
| – | – | 0.34% | 51 |
|
|
2019
Q3 | $532K | Hold |
10,762
| – | – | 0.39% | 50 |
|
|
2019
Q2 | $589K | Hold |
10,762
| – | – | 0.45% | 45 |
|
|
2019
Q1 | $581K | Hold |
10,762
| – | – | 0.48% | 46 |
|
|
2018
Q4 | $466K | Buy |
+10,762
| New | +$466K | 0.45% | 45 |
|