MGWM
Marks Group Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
6,008
-1,073
| -15% | -$74.4K | 0.04% | 242 |
|
|
2025
Q1 | $437K | Sell |
7,081
-309
| -4% | -$19.1K | 0.04% | 251 |
|
|
2024
Q4 | $437K | Sell |
7,390
-171
| -2% | -$10.1K | 0.04% | 233 |
|
|
2024
Q3 | $402K | Sell |
7,561
-418
| -5% | -$22.2K | 0.04% | 236 |
|
|
2024
Q2 | $379K | Sell |
7,979
-1,685
| -17% | -$80.1K | 0.04% | 237 |
|
|
2024
Q1 | $482K | Buy |
9,664
+6
| +0.1% | +$299 | 0.05% | 220 |
|
|
2023
Q4 | $488K | Buy |
9,658
+234
| +2% | +$11.8K | 0.06% | 218 |
|
|
2023
Q3 | $507K | Sell |
9,424
-226
| -2% | -$12.2K | 0.06% | 208 |
|
|
2023
Q2 | $499K | Sell |
9,650
-2,003
| -17% | -$104K | 0.06% | 208 |
|
|
2023
Q1 | $609K | Buy |
11,653
+1,497
| +15% | +$78.3K | 0.08% | 195 |
|
|
2022
Q4 | $484K | Buy |
10,156
+850
| +9% | +$40.5K | 0.07% | 213 |
|
|
2022
Q3 | $372K | Sell |
9,306
-23
| -0.2% | -$919 | 0.06% | 220 |
|
|
2022
Q2 | $398K | Buy |
9,329
+626
| +7% | +$26.7K | 0.06% | 220 |
|
|
2022
Q1 | $485K | Buy |
8,703
+1,408
| +19% | +$78.5K | 0.06% | 234 |
|
|
2021
Q4 | $462K | Buy |
7,295
+692
| +10% | +$43.8K | 0.06% | 237 |
|
|
2021
Q3 | $359K | Buy |
+6,603
| New | +$359K | 0.05% | 230 |
|