KMWM
Keudell/Morrison Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
15,060
-2,424
| -14% | -$168K | 0.23% | 65 |
|
|
2025
Q1 | $1.08M | Buy |
17,484
+231
| +1% | +$14.3K | 0.25% | 61 |
|
|
2024
Q4 | $1.02M | Buy |
17,253
+154
| +0.9% | +$9.12K | 0.27% | 65 |
|
|
2024
Q3 | $910K | Sell |
17,099
-2,819
| -14% | -$150K | 0.25% | 72 |
|
|
2024
Q2 | $946K | Sell |
19,918
-160
| -0.8% | -$7.6K | 0.28% | 63 |
|
|
2024
Q1 | $1M | Sell |
20,078
-524
| -3% | -$26.2K | 0.3% | 63 |
|
|
2023
Q4 | $1.04M | Sell |
20,602
-728
| -3% | -$36.8K | 0.34% | 56 |
|
|
2023
Q3 | $1.15M | Sell |
21,330
-2,321
| -10% | -$125K | 0.35% | 56 |
|
|
2023
Q2 | $1.22M | Sell |
23,651
-4,074
| -15% | -$211K | 0.35% | 54 |
|
|
2023
Q1 | $1.45M | Sell |
27,725
-1,473
| -5% | -$77K | 0.43% | 40 |
|
|
2022
Q4 | $1.39M | Buy |
29,198
+453
| +2% | +$21.6K | 0.45% | 44 |
|
|
2022
Q3 | $1.15M | Buy |
28,745
+2,267
| +9% | +$90.7K | 0.43% | 46 |
|
|
2022
Q2 | $1.13M | Buy |
26,478
+3,049
| +13% | +$130K | 0.41% | 51 |
|
|
2022
Q1 | $1.31M | Sell |
23,429
-1,101
| -4% | -$61.4K | 0.55% | 50 |
|
|
2021
Q4 | $1.55M | Sell |
24,530
-1,066
| -4% | -$67.5K | 0.61% | 37 |
|
|
2021
Q3 | $1.39M | Sell |
25,596
-62
| -0.2% | -$3.37K | 0.6% | 41 |
|
|
2021
Q2 | $1.36M | Sell |
25,658
-2,963
| -10% | -$157K | 0.74% | 40 |
|
|
2021
Q1 | $1.48M | Buy |
28,621
+120
| +0.4% | +$6.21K | 0.86% | 32 |
|
|
2020
Q4 | $1.28M | Buy |
28,501
+909
| +3% | +$40.7K | 0.81% | 36 |
|
|
2020
Q3 | $1.09M | Buy |
27,592
+2,169
| +9% | +$85.4K | 0.7% | 39 |
|
|
2020
Q2 | $1.19M | Buy |
25,423
+2,228
| +10% | +$104K | 0.98% | 31 |
|
|
2020
Q1 | $912K | Buy |
23,195
+882
| +4% | +$34.7K | 0.89% | 38 |
|
|
2019
Q4 | $1.07M | Buy |
22,313
+275
| +1% | +$13.2K | 0.74% | 43 |
|
|
2019
Q3 | $1.09M | Buy |
22,038
+409
| +2% | +$20.2K | 0.9% | 37 |
|
|
2019
Q2 | $1.13M | Sell |
21,629
-866
| -4% | -$45.3K | 0.99% | 33 |
|
|
2019
Q1 | $1.22M | Buy |
+22,495
| New | +$1.22M | 1.07% | 30 |
|