MWPCG
Measured Wealth Private Client Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
6,291
+978
| +18% | +$67.9K | 0.13% | 111 |
|
|
2025
Q1 | $328K | Sell |
5,313
-458
| -8% | -$28.3K | 0.11% | 125 |
|
|
2024
Q4 | $342K | Sell |
5,771
-38
| -0.7% | -$2.25K | 0.11% | 121 |
|
|
2024
Q3 | $309K | Sell |
5,809
-953
| -14% | -$50.7K | 0.1% | 133 |
|
|
2024
Q2 | $321K | Sell |
6,762
-3,752
| -36% | -$178K | 0.11% | 142 |
|
|
2024
Q1 | $525K | Sell |
10,514
-3,802
| -27% | -$190K | 0.18% | 91 |
|
|
2023
Q4 | $723K | Sell |
14,316
-3,142
| -18% | -$159K | 0.27% | 63 |
|
|
2023
Q3 | $939K | Buy |
17,458
+3,864
| +28% | +$208K | 0.38% | 37 |
|
|
2023
Q2 | $703K | Sell |
13,594
-1,025
| -7% | -$53K | 0.27% | 51 |
|
|
2023
Q1 | $764K | Sell |
14,619
-752
| -5% | -$39.3K | 0.29% | 49 |
|
|
2022
Q4 | $732K | Hold |
15,371
| – | – | 0.3% | 46 |
|
|
2022
Q3 | $615K | Sell |
15,371
-9,513
| -38% | -$381K | 0.27% | 51 |
|
|
2022
Q2 | $1.06M | Buy |
24,884
+2,140
| +9% | +$91.2K | 0.47% | 31 |
|
|
2022
Q1 | $1.27M | Buy |
22,744
+385
| +2% | +$21.5K | 0.47% | 29 |
|
|
2021
Q4 | $1.42M | Buy |
22,359
+524
| +2% | +$33.2K | 0.5% | 32 |
|
|
2021
Q3 | $1.19M | Sell |
21,835
-2,569
| -11% | -$140K | 0.46% | 33 |
|
|
2021
Q2 | $1.29M | Buy |
24,404
+2,453
| +11% | +$130K | 0.41% | 43 |
|
|
2021
Q1 | $1.14M | Buy |
21,951
+3,791
| +21% | +$196K | 0.4% | 42 |
|
|
2020
Q4 | $813K | Buy |
18,160
+147
| +0.8% | +$6.58K | 0.34% | 45 |
|
|
2020
Q3 | $710K | Buy |
18,013
+1,150
| +7% | +$45.3K | 0.34% | 49 |
|
|
2020
Q2 | $786K | Buy |
16,863
+4,751
| +39% | +$221K | 0.46% | 36 |
|
|
2020
Q1 | $476K | Sell |
12,112
-489
| -4% | -$19.2K | 0.37% | 42 |
|
|
2019
Q4 | $604K | Sell |
12,601
-830
| -6% | -$39.8K | 0.4% | 32 |
|
|
2019
Q3 | $664K | Sell |
13,431
-8,900
| -40% | -$440K | 0.43% | 37 |
|
|
2019
Q2 | $1.22M | Sell |
22,331
-1,410
| -6% | -$77.2K | 0.71% | 29 |
|
|
2019
Q1 | $1.28M | Buy |
23,741
+1,944
| +9% | +$105K | 0.79% | 22 |
|
|
2018
Q4 | $944K | Sell |
21,797
-705
| -3% | -$30.5K | 0.86% | 22 |
|
|
2018
Q3 | $1.09M | Sell |
22,502
-156
| -0.7% | -$7.54K | 0.65% | 22 |
|
|
2018
Q2 | $974K | Buy |
+22,658
| New | +$974K | 0.79% | 21 |
|