MWC
MBM Wealth Consultants’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
6,292
+298
| +5% | +$20.7K | 0.12% | 73 |
|
|
2025
Q1 | $370K | Buy |
5,994
+677
| +13% | +$41.8K | 0.11% | 87 |
|
|
2024
Q4 | $314K | Buy |
5,317
+331
| +7% | +$19.6K | 0.09% | 85 |
|
|
2024
Q3 | $265K | Sell |
4,986
-673
| -12% | -$35.8K | 0.08% | 95 |
|
|
2024
Q2 | $259K | Buy |
5,659
+144
| +3% | +$6.6K | 0.09% | 87 |
|
|
2024
Q1 | $275K | Sell |
5,515
-204
| -4% | -$10.2K | 0.1% | 86 |
|
|
2023
Q4 | $299K | Buy |
+5,719
| New | +$299K | 0.11% | 76 |
|
|
2023
Q2 | – | Sell |
-1,140
| Closed | -$60K | – | 141 |
|
|
2023
Q1 | $60K | Hold |
1,140
| – | – | 0.02% | 152 |
|
|
2022
Q4 | $55K | Sell |
1,140
-80
| -7% | -$3.86K | 0.03% | 157 |
|
|
2022
Q3 | $50K | Buy |
1,220
+794
| +186% | +$32.5K | 0.02% | 152 |
|
|
2022
Q2 | $18K | Sell |
426
-1,002
| -70% | -$42.3K | 0.01% | 202 |
|
|
2022
Q1 | $80K | Buy |
1,428
+249
| +21% | +$14K | 0.03% | 142 |
|
|
2021
Q4 | $75K | Sell |
1,179
-927
| -44% | -$59K | 0.03% | 135 |
|
|
2021
Q3 | $115K | Sell |
2,106
-440
| -17% | -$24K | 0.05% | 124 |
|
|
2021
Q2 | $135K | Sell |
2,546
-51
| -2% | -$2.7K | 0.06% | 114 |
|
|
2021
Q1 | $135K | Sell |
2,597
-1,054
| -29% | -$54.8K | 0.07% | 107 |
|
|
2020
Q4 | $163K | Sell |
3,651
-163
| -4% | -$7.28K | 0.09% | 90 |
|
|
2020
Q3 | $150K | Sell |
3,814
-328
| -8% | -$12.9K | 0.1% | 83 |
|
|
2020
Q2 | $193K | Sell |
4,142
-9,688
| -70% | -$451K | 0.14% | 76 |
|
|
2020
Q1 | $543K | Buy |
13,830
+878
| +7% | +$34.5K | 0.45% | 38 |
|
|
2019
Q4 | $621K | Buy |
12,952
+148
| +1% | +$7.1K | 0.46% | 42 |
|
|
2019
Q3 | $633K | Sell |
12,804
-122
| -0.9% | -$6.03K | 0.5% | 40 |
|
|
2019
Q2 | $718K | Sell |
12,926
-179
| -1% | -$9.94K | 0.6% | 39 |
|
|
2019
Q1 | $708K | Sell |
13,105
-605
| -4% | -$32.7K | 0.62% | 38 |
|
|
2018
Q4 | $594K | Buy |
+13,710
| New | +$594K | 0.58% | 44 |
|