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9258 Wealth Management, LLC

SEC CIK
0001766506
Latest filing
Nov 12, 2024

CSCO holding history

Cisco Systems, Inc. in every 13F filed by 9258 Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSCO overviewAll 13F holders of CSCOFull Q3 2024 holdings

Shares (Q3 2024)
50,889
Value
$2.71M
% of portfolio
0.4%
Quarters held
15
Since Q1 2021
Holdings of CSCO by 9258 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202450,889$2.71M0.4%−1,071−2.1%ReducedHolders
Q2 202451,960$2.47M0.4%+327+0.6%AddedHolders
Q1 202451,633$2.58M0.4%+987+1.9%AddedHolders
Q4 202350,646$2.56M0.4%−3,496−6.5%ReducedHolders
Q3 202354,142$2.91M0.6%+764+1.4%AddedHolders
Q2 202353,378$2.76M0.5%−165−0.3%ReducedHolders
Q1 202353,543$2.80M0.6%+717+1.4%AddedHolders
Q4 202252,826$2.52M0.5%−3,475−6.2%ReducedHolders
Q3 202256,301$2.25M0.6%−2,630−4.5%ReducedHolders
Q2 202258,931$2.51M0.6%+1,277+2.2%AddedHolders
Q1 202257,654$3.21M0.7%−98−0.2%ReducedHolders
Q4 202157,752$3.66M0.8%+3,745+6.9%AddedHolders
Q3 202154,007$2.94M0.8%+691+1.3%AddedHolders
Q2 202153,316$2.83M0.8%+367+0.7%AddedHolders
Q1 202152,949$2.74M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.