WR Wealth Planners’s Cisco CSCO Stock Holding History

WR Wealth Planners’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$73.8K	Sell	1,247 -404	-24%	-$23.1K	0.02%	276
2024 Q3	$87.9K	Sell	1,651 -17	-1%	-$827	0.02%	275
2024 Q2	$79.3K	Sell	1,668 -478	-22%	-$22.7K	0.02%	275
2024 Q1	$107K	Buy	+2,146	New	+$107K	0.03%	244
2023 Q4	–	Sell	-3,060	Closed	-$165K	–	320
2023 Q3	$165K	Sell	3,060 -34	-1%	-$1.83K	0.06%	191
2023 Q2	$160K	Sell	3,094 -549	-15%	-$27K	0.06%	191
2023 Q1	$190K	Buy	3,643 +2,324	+176%	+$113K	0.08%	160
2022 Q4	$62.8K	Sell	1,319 -12	-0.9%	-$546	0.04%	156
2022 Q3	$53.2K	Buy	1,331 +6	+0.5%	+$266	0.04%	159
2022 Q2	$56.5K	Buy	1,325 +4	+0.3%	+$191	0.04%	159
2022 Q1	$73.6K	Buy	+1,321	New	+$74.7K	0.04%	148

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's CSCO Position: Q4 2024 in Review

WR Wealth Planners reduced its Cisco (CSCO) stake by 24% in Q4 2024, selling an estimated $23.1K and leaving 1,247 shares worth $73.8K. The position accounts for 0.02% of the portfolio, ranked #276.

WR Wealth Planners first reported a position in CSCO in Q1 2022 and has held it in 11 quarters since. The position peaked at $190K in Q1 2023. 3,360 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

WR Wealth Planners held 1,247 shares of Cisco worth $73.8K as of Q4 2024.
WR Wealth Planners sold 404 Cisco shares in Q4 2024, an estimated $23.1K.
Cisco made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #276 holding.
WR Wealth Planners first reported a position in Cisco in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Cisco position peaked at $190K in Q1 2023.
3,360 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.