MWM
Marietta Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Hold |
4,741
| – | – | 0.04% | 109 |
|
|
2025
Q1 | $293K | Sell |
4,741
-94
| -2% | -$5.8K | 0.04% | 102 |
|
|
2024
Q4 | $286K | Buy |
4,835
+94
| +2% | +$5.57K | 0.04% | 102 |
|
|
2024
Q3 | $252K | Sell |
4,741
-3,760
| -44% | -$200K | 0.04% | 103 |
|
|
2024
Q2 | $404K | Buy |
+8,501
| New | +$404K | 0.06% | 96 |
|
|
2022
Q1 | – | Sell |
-3,460
| Closed | -$219K | – | 111 |
|
|
2021
Q4 | $219K | Buy |
+3,460
| New | +$219K | 0.04% | 114 |
|
|
2021
Q3 | – | Sell |
-4,086
| Closed | -$217K | – | 114 |
|
|
2021
Q2 | $217K | Sell |
4,086
-797
| -16% | -$42.3K | 0.05% | 113 |
|
|
2021
Q1 | $252K | Sell |
4,883
-63,670
| -93% | -$3.29M | 0.06% | 108 |
|
|
2020
Q4 | $3.07M | Buy |
68,553
+1,291
| +2% | +$57.8K | 0.84% | 54 |
|
|
2020
Q3 | $2.65M | Sell |
67,262
-7,758
| -10% | -$306K | 0.83% | 58 |
|
|
2020
Q2 | $3.5M | Buy |
75,020
+1,109
| +2% | +$51.7K | 1.2% | 33 |
|
|
2020
Q1 | $2.91M | Buy |
73,911
+8,795
| +14% | +$346K | 1.13% | 36 |
|
|
2019
Q4 | $3.12M | Buy |
65,116
+2,735
| +4% | +$131K | 1.03% | 46 |
|
|
2019
Q3 | $3.08M | Buy |
62,381
+4,617
| +8% | +$228K | 1.12% | 39 |
|
|
2019
Q2 | $3.16M | Buy |
57,764
+1,586
| +3% | +$86.8K | 1.23% | 31 |
|
|
2019
Q1 | $3.03M | Buy |
56,178
+6,140
| +12% | +$331K | 1.25% | 35 |
|
|
2018
Q4 | $2.17M | Buy |
50,038
+32,252
| +181% | +$1.4M | 1.04% | 42 |
|
|
2018
Q3 | $865K | Buy |
17,786
+45
| +0.3% | +$2.19K | 0.38% | 75 |
|
|
2018
Q2 | $763K | Sell |
17,741
-181
| -1% | -$7.78K | 0.37% | 78 |
|
|
2018
Q1 | $769K | Sell |
17,922
-1,702
| -9% | -$73K | 0.4% | 71 |
|
|
2017
Q4 | $752K | Sell |
19,624
-2,331
| -11% | -$89.3K | 0.41% | 71 |
|
|
2017
Q3 | $738K | Sell |
21,955
-219
| -1% | -$7.36K | 0.41% | 72 |
|
|
2017
Q2 | $694K | Buy |
22,174
+524
| +2% | +$16.4K | 0.42% | 75 |
|
|
2017
Q1 | $732K | Sell |
21,650
-594
| -3% | -$20.1K | 0.49% | 70 |
|
|
2016
Q4 | $672K | Buy |
+22,244
| New | +$672K | 0.54% | 68 |
|