MWA
Meridian Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Buy |
11,611
+10
| +0.1% | +$694 | 0.13% | 90 |
|
|
2025
Q1 | $716K | Buy |
11,601
+8
| +0.1% | +$494 | 0.12% | 87 |
|
|
2024
Q4 | $686K | Buy |
11,593
+192
| +2% | +$11.4K | 0.11% | 97 |
|
|
2024
Q3 | $607K | Sell |
11,401
-10,517
| -48% | -$560K | 0.1% | 100 |
|
|
2024
Q2 | $1.04M | Sell |
21,918
-1,346
| -6% | -$63.9K | 0.19% | 82 |
|
|
2024
Q1 | $1.16M | Buy |
23,264
+14
| +0.1% | +$699 | 0.22% | 74 |
|
|
2023
Q4 | $1.17M | Sell |
23,250
-683
| -3% | -$34.5K | 0.26% | 72 |
|
|
2023
Q3 | $1.29M | Sell |
23,933
-578
| -2% | -$31.1K | 0.32% | 61 |
|
|
2023
Q2 | $1.27M | Sell |
24,511
-3,698
| -13% | -$191K | 0.31% | 66 |
|
|
2023
Q1 | $1.47M | Sell |
28,209
-157
| -0.6% | -$8.21K | 0.37% | 62 |
|
|
2022
Q4 | $1.35M | Sell |
28,366
-1,555
| -5% | -$74.1K | 0.35% | 66 |
|
|
2022
Q3 | $1.2M | Buy |
29,921
+197
| +0.7% | +$7.88K | 0.34% | 67 |
|
|
2022
Q2 | $1.27M | Buy |
29,724
+2,821
| +10% | +$120K | 0.34% | 69 |
|
|
2022
Q1 | $1.5M | Buy |
26,903
+1,287
| +5% | +$71.8K | 0.35% | 65 |
|
|
2021
Q4 | $1.62M | Sell |
25,616
-444
| -2% | -$28.1K | 0.39% | 64 |
|
|
2021
Q3 | $1.42M | Buy |
26,060
+272
| +1% | +$14.8K | 0.4% | 64 |
|
|
2021
Q2 | $1.37M | Buy |
25,788
+2,907
| +13% | +$154K | 0.39% | 62 |
|
|
2021
Q1 | $1.18M | Sell |
22,881
-364
| -2% | -$18.8K | 0.39% | 62 |
|
|
2020
Q4 | $1.04M | Sell |
23,245
-1,005
| -4% | -$45K | 0.38% | 57 |
|
|
2020
Q3 | $955K | Sell |
24,250
-4,526
| -16% | -$178K | 0.41% | 55 |
|
|
2020
Q2 | $1.34M | Buy |
28,776
+2,768
| +11% | +$129K | 0.62% | 37 |
|
|
2020
Q1 | $1.02M | Sell |
26,008
-753
| -3% | -$29.6K | 0.56% | 37 |
|
|
2019
Q4 | $1.28M | Sell |
26,761
-5,406
| -17% | -$259K | 0.51% | 35 |
|
|
2019
Q3 | $1.59M | Buy |
32,167
+12,392
| +63% | +$612K | 0.68% | 31 |
|
|
2019
Q2 | $1.11M | Sell |
19,775
-142
| -0.7% | -$7.99K | 0.78% | 26 |
|
|
2019
Q1 | $1.08M | Sell |
19,917
-180
| -0.9% | -$9.72K | 0.78% | 26 |
|
|
2018
Q4 | $871K | Buy |
+20,097
| New | +$871K | 0.67% | 30 |
|