MAM
Milestone Asset Management’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $924K | Buy |
+13,323
| New | +$924K | 0.2% | 97 |
|
2024
Q4 | – | Sell |
-18,448
| Closed | -$982K | – | 223 |
|
2024
Q3 | $982K | Sell |
18,448
-17,197
| -48% | -$915K | 0.22% | 92 |
|
2024
Q2 | $1.69M | Buy |
35,645
+7,771
| +28% | +$369K | 0.42% | 46 |
|
2024
Q1 | $1.39M | Buy |
+27,874
| New | +$1.39M | 0.4% | 62 |
|