MSWM
McGlone Suttner Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
23,914
+1,721
| +8% | +$119K | 0.25% | 43 |
|
|
2025
Q1 | $1.37M | Buy |
22,193
+3,235
| +17% | +$200K | 0.22% | 48 |
|
|
2024
Q4 | $1.12M | Buy |
18,958
+1,524
| +9% | +$90.2K | 0.19% | 57 |
|
|
2024
Q3 | $928K | Buy |
17,434
+670
| +4% | +$35.7K | 0.19% | 65 |
|
|
2024
Q2 | $847K | Buy |
16,764
+43
| +0.3% | +$2.17K | 0.17% | 62 |
|
|
2024
Q1 | $835K | Sell |
16,721
-43
| -0.3% | -$2.15K | 0.16% | 70 |
|
|
2023
Q4 | $847K | Sell |
16,764
-217
| -1% | -$11K | 0.17% | 62 |
|
|
2023
Q3 | $913K | Buy |
16,981
+571
| +3% | +$30.7K | 0.21% | 53 |
|
|
2023
Q2 | $849K | Buy |
16,410
+416
| +3% | +$21.5K | 0.19% | 57 |
|
|
2023
Q1 | $836K | Buy |
15,994
+1,015
| +7% | +$53.1K | 0.21% | 52 |
|
|
2022
Q4 | $714K | Buy |
+14,979
| New | +$714K | 0.23% | 53 |
|