MW
MBL Wealth’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
7,604
-316
| -4% | -$21.9K | 0.05% | 136 |
|
|
2025
Q1 | $489K | Buy |
7,920
+2,553
| +48% | +$158K | 0.05% | 133 |
|
|
2024
Q4 | $318K | Buy |
5,367
+325
| +6% | +$19.2K | 0.03% | 168 |
|
|
2024
Q3 | $268K | Sell |
5,042
-565
| -10% | -$30.1K | 0.03% | 171 |
|
|
2024
Q2 | $266K | Sell |
5,607
-10,437
| -65% | -$496K | 0.03% | 169 |
|
|
2024
Q1 | $801K | Sell |
16,044
-2,362
| -13% | -$118K | 0.09% | 99 |
|
|
2023
Q4 | $930K | Buy |
18,406
+1,996
| +12% | +$101K | 0.12% | 85 |
|
|
2023
Q3 | $882K | Buy |
16,410
+3,357
| +26% | +$180K | 0.12% | 77 |
|
|
2023
Q2 | $675K | Sell |
13,053
-323
| -2% | -$16.7K | 0.1% | 92 |
|
|
2023
Q1 | $699K | Buy |
13,376
+1,993
| +18% | +$104K | 0.11% | 79 |
|
|
2022
Q4 | $542K | Sell |
11,383
-5,025
| -31% | -$239K | 0.1% | 94 |
|
|
2022
Q3 | $657K | Buy |
16,408
+806
| +5% | +$32.3K | 0.14% | 80 |
|
|
2022
Q2 | $665K | Buy |
15,602
+3,646
| +30% | +$155K | 0.17% | 77 |
|
|
2022
Q1 | $667K | Buy |
+11,956
| New | +$667K | 0.16% | 82 |
|
|
2021
Q3 | $565K | Buy |
+10,386
| New | +$565K | 0.2% | 59 |
|
|
2021
Q1 | $513K | Buy |
9,914
+34
| +0.3% | +$1.76K | 0.18% | 85 |
|
|
2020
Q4 | $439K | Buy |
+9,880
| New | +$439K | 0.17% | 79 |
|