MWP
Meridian Wealth Partners’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $237K | Buy |
3,419
+152
| +5% | +$10.5K | 0.03% | 100 |
|
2025
Q1 | $202K | Sell |
3,267
-342
| -9% | -$21.1K | 0.03% | 103 |
|
2024
Q4 | $214K | Buy |
+3,609
| New | +$214K | 0.03% | 102 |
|
2024
Q3 | – | Sell |
-4,709
| Closed | -$224K | – | 111 |
|
2024
Q2 | $224K | Buy |
4,709
+282
| +6% | +$13.4K | 0.04% | 98 |
|
2024
Q1 | $221K | Buy |
4,427
+282
| +7% | +$14.1K | 0.04% | 94 |
|
2023
Q4 | $209K | Sell |
4,145
-180
| -4% | -$9.09K | 0.04% | 97 |
|
2023
Q3 | $233K | Buy |
4,325
+155
| +4% | +$8.33K | 0.05% | 82 |
|
2023
Q2 | $216K | Buy |
4,170
+82
| +2% | +$4.24K | 0.04% | 88 |
|
2023
Q1 | $214K | Buy |
+4,088
| New | +$214K | 0.05% | 86 |
|
2021
Q2 | – | Sell |
-2,240
| Closed | -$116K | – | 358 |
|
2021
Q1 | $116K | Sell |
2,240
-443
| -17% | -$22.9K | 0.03% | 101 |
|
2020
Q4 | $120K | Sell |
2,683
-510
| -16% | -$22.8K | 0.05% | 85 |
|
2020
Q3 | $125K | Buy |
3,193
+134
| +4% | +$5.25K | 0.06% | 77 |
|
2020
Q2 | $143K | Buy |
3,059
+108
| +4% | +$5.05K | 0.08% | 70 |
|
2020
Q1 | $116K | Sell |
2,951
-14
| -0.5% | -$550 | 0.07% | 76 |
|
2019
Q4 | $142K | Buy |
+2,965
| New | +$142K | 0.09% | 76 |
|