WCM
Wunderlich Capital Managemnt’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.08M | Buy |
43,869
+646
| +1% | +$30.7K | 0.93% | 45 |
|
|
2024
Q1 | $2.16M | Sell |
43,223
-2,123
| -5% | -$106K | 0.97% | 46 |
|
|
2023
Q4 | $2.29M | Sell |
45,346
-1,158
| -2% | -$58.5K | 1.03% | 43 |
|
|
2023
Q3 | $2.5M | Sell |
46,504
-99
| -0.2% | -$5.32K | 1.23% | 37 |
|
|
2023
Q2 | $2.41M | Buy |
46,603
+392
| +0.8% | +$20.3K | 1.18% | 40 |
|
|
2023
Q1 | $2.42M | Sell |
46,211
-58
| -0.1% | -$3.03K | 1.26% | 39 |
|
|
2022
Q4 | $2.2M | Buy |
46,269
+426
| +0.9% | +$20.3K | 1.23% | 42 |
|
|
2022
Q3 | $1.83M | Buy |
45,843
+1,388
| +3% | +$55.5K | 1.17% | 41 |
|
|
2022
Q2 | $1.9M | Buy |
44,455
+332
| +0.8% | +$14.2K | 1.1% | 47 |
|
|
2022
Q1 | $2.46M | Buy |
44,123
+67
| +0.2% | +$3.74K | 1.16% | 43 |
|
|
2021
Q4 | $2.79M | Buy |
44,056
+630
| +1% | +$39.9K | 1.24% | 39 |
|
|
2021
Q3 | $2.36M | Buy |
43,426
+1,611
| +4% | +$87.7K | 1.14% | 46 |
|
|
2021
Q2 | $2.22M | Buy |
41,815
+877
| +2% | +$46.5K | 1.12% | 48 |
|
|
2021
Q1 | $2.12M | Sell |
40,938
-27
| -0.1% | -$1.4K | 1.16% | 47 |
|
|
2020
Q4 | $1.83M | Buy |
40,965
+108
| +0.3% | +$4.83K | 1.02% | 51 |
|
|
2020
Q3 | $1.61M | Buy |
40,857
+655
| +2% | +$25.8K | 1% | 47 |
|
|
2020
Q2 | $1.88M | Buy |
40,202
+367
| +0.9% | +$17.1K | 1.32% | 28 |
|
|
2020
Q1 | $1.57M | Sell |
39,835
-432
| -1% | -$17K | 1.29% | 31 |
|
|
2019
Q4 | $1.93M | Sell |
40,267
-150
| -0.4% | -$7.19K | 1.22% | 40 |
|
|
2019
Q3 | $2M | Sell |
40,417
-209
| -0.5% | -$10.3K | 1.37% | 35 |
|
|
2019
Q2 | $2.22M | Sell |
40,626
-245
| -0.6% | -$13.4K | 1.48% | 18 |
|
|
2019
Q1 | $2.21M | Buy |
40,871
+285
| +0.7% | +$15.4K | 1.54% | 17 |
|
|
2018
Q4 | $1.76M | Sell |
40,586
-192
| -0.5% | -$8.32K | 1.35% | 28 |
|
|
2018
Q3 | $1.98M | Sell |
40,778
-2,415
| -6% | -$117K | 1.41% | 23 |
|
|
2018
Q2 | $1.86M | Buy |
43,193
+47
| +0.1% | +$2.02K | 1.29% | 25 |
|
|
2018
Q1 | $1.85M | Sell |
43,146
-3,866
| -8% | -$166K | 1.27% | 21 |
|
|
2017
Q4 | $1.8M | Buy |
47,012
+278
| +0.6% | +$10.7K | 1.25% | 31 |
|
|
2017
Q3 | $1.57M | Sell |
46,734
-650
| -1% | -$21.9K | 1.17% | 40 |
|
|
2017
Q2 | $1.48M | Sell |
47,384
-637
| -1% | -$19.9K | 1.11% | 44 |
|
|
2017
Q1 | $1.62M | Sell |
48,021
-1,049
| -2% | -$35.5K | 1.27% | 27 |
|
|
2016
Q4 | $1.48M | Sell |
49,070
-986
| -2% | -$29.8K | 1.21% | 37 |
|
|
2016
Q3 | $1.59M | Buy |
50,056
+506
| +1% | +$16.1K | 1.27% | 27 |
|
|
2016
Q2 | $1.42M | Buy |
49,550
+664
| +1% | +$19.1K | 1.2% | 37 |
|
|
2016
Q1 | $1.39M | Buy |
48,886
+1,014
| +2% | +$28.9K | 1.19% | 35 |
|
|
2015
Q4 | $1.3M | Buy |
47,872
+1,262
| +3% | +$34.3K | 1.12% | 42 |
|
|
2015
Q3 | $1.22M | Sell |
46,610
-12
| -0% | -$315 | 1.13% | 40 |
|
|
2015
Q2 | $1.28M | Buy |
46,622
+404
| +0.9% | +$11.1K | 1.24% | 32 |
|
|
2015
Q1 | $1.27M | Buy |
+46,218
| New | +$1.27M | 1.15% | 41 |
|