WWM
WT Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $522K | Sell |
8,462
-298
| -3% | -$18.4K | 0.17% | 84 |
|
|
2024
Q4 | $519K | Buy |
8,760
+3,270
| +60% | +$194K | 0.16% | 84 |
|
|
2024
Q3 | $312K | Sell |
5,490
-100
| -2% | -$5.68K | 0.1% | 107 |
|
|
2024
Q2 | $266K | Sell |
5,590
-89
| -2% | -$4.23K | 0.09% | 100 |
|
|
2024
Q1 | $283K | Buy |
5,679
+89
| +2% | +$4.44K | 0.1% | 96 |
|
|
2023
Q4 | $282K | Buy |
5,590
+100
| +2% | +$5.05K | 0.11% | 92 |
|
|
2023
Q3 | $295K | Hold |
5,490
| – | – | 0.13% | 90 |
|
|
2023
Q2 | $284K | Buy |
5,490
+200
| +4% | +$10.3K | 0.12% | 93 |
|
|
2023
Q1 | $277K | Buy |
+5,290
| New | +$277K | 0.12% | 97 |
|
|
2022
Q2 | – | Sell |
-3,855
| Closed | -$215K | – | 107 |
|
|
2022
Q1 | $215K | Hold |
3,855
| – | – | 0.08% | 113 |
|
|
2021
Q4 | $244K | Buy |
+3,855
| New | +$244K | 0.09% | 114 |
|
|
2020
Q1 | – | Sell |
-6,020
| Closed | -$288K | – | 68 |
|
|
2019
Q4 | $288K | Sell |
6,020
-700
| -10% | -$33.5K | 0.22% | 75 |
|
|
2019
Q3 | $332K | Buy |
+6,720
| New | +$332K | 0.29% | 62 |
|