MWM
Mascoma Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.5K | Sell |
1,333
-500
| -27% | -$34.7K | 0.02% | 140 |
|
|
2025
Q1 | $113K | Sell |
1,833
-21
| -1% | -$1.3K | 0.03% | 125 |
|
|
2024
Q4 | $110K | Buy |
1,854
+21
| +1% | +$1.24K | 0.03% | 132 |
|
|
2024
Q3 | $97.6K | Sell |
1,833
-427
| -19% | -$22.7K | 0.02% | 141 |
|
|
2024
Q2 | $107K | Sell |
2,260
-517
| -19% | -$24.6K | 0.03% | 132 |
|
|
2024
Q1 | $139K | Hold |
2,777
| – | – | 0.04% | 115 |
|
|
2023
Q4 | $140K | Sell |
2,777
-133
| -5% | -$6.72K | 0.04% | 116 |
|
|
2023
Q3 | $156K | Sell |
2,910
-27
| -0.9% | -$1.45K | 0.05% | 113 |
|
|
2023
Q2 | $156K | Sell |
2,937
-1,029
| -26% | -$54.6K | 0.05% | 118 |
|
|
2023
Q1 | $187K | Sell |
3,966
-315
| -7% | -$14.9K | 0.05% | 128 |
|
|
2022
Q4 | $204K | Sell |
4,281
-840
| -16% | -$40K | 0.06% | 113 |
|
|
2022
Q3 | $205K | Buy |
5,121
+5
| +0.1% | +$200 | 0.07% | 107 |
|
|
2022
Q2 | $218K | Sell |
5,116
-11
| -0.2% | -$469 | 0.07% | 105 |
|
|
2022
Q1 | $286K | Buy |
5,127
+235
| +5% | +$13.1K | 0.09% | 97 |
|
|
2021
Q4 | $310K | Buy |
4,892
+444
| +10% | +$28.1K | 0.11% | 85 |
|
|
2021
Q3 | $242K | Buy |
4,448
+54
| +1% | +$2.94K | 0.09% | 96 |
|
|
2021
Q2 | $233K | Buy |
4,394
+4
| +0.1% | +$212 | 0.1% | 96 |
|
|
2021
Q1 | $227K | Buy |
+4,390
| New | +$227K | 0.1% | 98 |
|
|
2019
Q3 | – | Sell |
-2,888
| Closed | -$158K | – | 129 |
|
|
2019
Q2 | $158K | Hold |
2,888
| – | – | 0.1% | 88 |
|
|
2019
Q1 | $156K | Buy |
2,888
+85
| +3% | +$4.59K | 0.1% | 80 |
|
|
2018
Q4 | $121K | Hold |
2,803
| – | – | 0.09% | 89 |
|
|
2018
Q3 | $136K | Sell |
2,803
-150
| -5% | -$7.28K | 0.09% | 98 |
|
|
2018
Q2 | $127K | Sell |
2,953
-100
| -3% | -$4.3K | 0.09% | 96 |
|
|
2018
Q1 | $131K | Buy |
3,053
+200
| +7% | +$8.58K | 0.09% | 94 |
|
|
2017
Q4 | $117K | Buy |
2,853
+845
| +42% | +$34.7K | 0.07% | 99 |
|
|
2017
Q3 | $68K | Hold |
2,008
| – | – | 0.05% | 130 |
|
|
2017
Q2 | $63K | Sell |
2,008
-805
| -29% | -$25.3K | 0.04% | 139 |
|
|
2017
Q1 | $95K | Hold |
2,813
| – | – | 0.07% | 103 |
|
|
2016
Q4 | $85K | Buy |
+2,813
| New | +$85K | 0.06% | 110 |
|