MWM
Meridian Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
22,213
+454
| +2% | +$31.4K | 0.07% | 236 |
|
|
2025
Q1 | $1.34M | Buy |
21,759
+196
| +0.9% | +$12.1K | 0.06% | 229 |
|
|
2024
Q4 | $1.28M | Buy |
21,563
+611
| +3% | +$36.2K | 0.06% | 248 |
|
|
2024
Q3 | $1.12M | Buy |
20,952
+2,060
| +11% | +$110K | 0.05% | 264 |
|
|
2024
Q2 | $902K | Buy |
+18,892
| New | +$902K | 0.11% | 122 |
|
|
2024
Q1 | – | Sell |
-116,233
| Closed | -$5.87M | – | 255 |
|
|
2023
Q4 | $5.87M | Buy |
116,233
+95,782
| +468% | +$4.84M | 0.38% | 61 |
|
|
2023
Q3 | $1.1M | Buy |
20,451
+746
| +4% | +$40.2K | 0.07% | 221 |
|
|
2023
Q2 | $1.02M | Sell |
19,705
-4,730
| -19% | -$245K | 0.09% | 194 |
|
|
2023
Q1 | $1.28M | Buy |
24,435
+5,194
| +27% | +$272K | 0.11% | 168 |
|
|
2022
Q4 | $917K | Buy |
19,241
+1,164
| +6% | +$55.5K | 0.09% | 207 |
|
|
2022
Q3 | $723K | Sell |
18,077
-2,193
| -11% | -$87.7K | 0.08% | 226 |
|
|
2022
Q2 | $864K | Buy |
20,270
+4,319
| +27% | +$184K | 0.07% | 264 |
|
|
2022
Q1 | $889K | Buy |
15,951
+261
| +2% | +$14.5K | 0.1% | 167 |
|
|
2021
Q4 | $994K | Sell |
15,690
-1,458
| -9% | -$92.4K | 0.11% | 157 |
|
|
2021
Q3 | $933K | Buy |
17,148
+3,375
| +25% | +$184K | 0.12% | 154 |
|
|
2021
Q2 | $730K | Buy |
13,773
+1,034
| +8% | +$54.8K | 0.09% | 180 |
|
|
2021
Q1 | $658K | Sell |
12,739
-1,783
| -12% | -$92.1K | 0.1% | 178 |
|
|
2020
Q4 | $650K | Sell |
14,522
-2,870
| -17% | -$128K | 0.1% | 157 |
|
|
2020
Q3 | $684K | Buy |
17,392
+7,055
| +68% | +$277K | 0.17% | 113 |
|
|
2020
Q2 | $482K | Sell |
10,337
-1,158
| -10% | -$54K | 0.16% | 122 |
|
|
2020
Q1 | $452K | Buy |
11,495
+158
| +1% | +$6.21K | 0.2% | 117 |
|
|
2019
Q4 | $543K | Buy |
11,337
+677
| +6% | +$32.4K | 0.26% | 74 |
|
|
2019
Q3 | $527K | Sell |
10,660
-5,130
| -32% | -$254K | 0.25% | 78 |
|
|
2019
Q2 | $8.64K | Sell |
15,790
-5,228
| -25% | -$2.86K | 0.35% | 45 |
|
|
2019
Q1 | $1.14M | Buy |
21,018
+259
| +1% | +$14K | 0.52% | 37 |
|
|
2018
Q4 | $899K | Buy |
20,759
+12,703
| +158% | +$550K | 0.53% | 41 |
|
|
2018
Q3 | $392K | Sell |
8,056
-2,330
| -22% | -$113K | 0.17% | 105 |
|
|
2018
Q2 | $447K | Buy |
10,386
+554
| +6% | +$23.8K | 0.21% | 103 |
|
|
2018
Q1 | $422K | Sell |
9,832
-38
| -0.4% | -$1.63K | 0.21% | 97 |
|
|
2017
Q4 | $364K | Buy |
9,870
+330
| +3% | +$12.2K | 0.22% | 107 |
|
|
2017
Q3 | $321K | Sell |
9,540
-83
| -0.9% | -$2.79K | 0.2% | 113 |
|
|
2017
Q2 | $301K | Buy |
9,623
+2,445
| +34% | +$76.5K | 0.19% | 121 |
|
|
2017
Q1 | $243K | Buy |
+7,178
| New | +$243K | 0.15% | 142 |
|