MWM
Madison Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $832K | Sell |
15,473
-255
| -2% | -$13.7K | 0.17% | 100 |
|
|
2023
Q2 | $814K | Buy |
15,728
+141
| +0.9% | +$7.3K | 0.16% | 102 |
|
|
2023
Q1 | $815K | Sell |
15,587
-47
| -0.3% | -$2.46K | 0.18% | 97 |
|
|
2022
Q4 | $745K | Sell |
15,634
-711
| -4% | -$33.9K | 0.17% | 97 |
|
|
2022
Q3 | $654K | Sell |
16,345
-1,215
| -7% | -$48.6K | 0.16% | 100 |
|
|
2022
Q2 | $749K | Sell |
17,560
-1,630
| -8% | -$69.5K | 0.18% | 98 |
|
|
2022
Q1 | $1.07M | Sell |
19,190
-436
| -2% | -$24.3K | 0.22% | 89 |
|
|
2021
Q4 | $1.24M | Sell |
19,626
-95
| -0.5% | -$6.02K | 0.25% | 79 |
|
|
2021
Q3 | $1.07M | Buy |
19,721
+599
| +3% | +$32.6K | 0.23% | 83 |
|
|
2021
Q2 | $1.01M | Sell |
19,122
-1,901
| -9% | -$101K | 0.22% | 86 |
|
|
2021
Q1 | $1.09M | Sell |
21,023
-297
| -1% | -$15.4K | 0.27% | 81 |
|
|
2020
Q4 | $954K | Sell |
21,320
-1,706
| -7% | -$76.3K | 0.25% | 76 |
|
|
2020
Q3 | $907K | Buy |
23,026
+105
| +0.5% | +$4.14K | 0.27% | 72 |
|
|
2020
Q2 | $1.07M | Buy |
22,921
+690
| +3% | +$32.2K | 0.35% | 59 |
|
|
2020
Q1 | $874K | Sell |
22,231
-1,990
| -8% | -$78.2K | 0.35% | 62 |
|
|
2019
Q4 | $1.16M | Buy |
+24,221
| New | +$1.16M | 0.33% | 62 |
|