MWM
MinichMacGregor Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
3,945
| – | – | 0.06% | 102 |
|
|
2025
Q1 | $243K | Buy |
3,945
+8
| +0.2% | +$494 | 0.05% | 113 |
|
|
2024
Q4 | $233K | Buy |
+3,937
| New | +$233K | 0.05% | 111 |
|
|
2023
Q1 | – | Sell |
-3,221
| Closed | -$153K | – | 208 |
|
|
2022
Q4 | $153K | Buy |
+3,221
| New | +$153K | 0.06% | 95 |
|
|
2022
Q1 | – | Sell |
-3,885
| Closed | -$246K | – | 91 |
|
|
2021
Q4 | $246K | Sell |
3,885
-9
| -0.2% | -$570 | 0.07% | 77 |
|
|
2021
Q3 | $211K | Buy |
+3,894
| New | +$211K | 0.07% | 77 |
|
|
2020
Q2 | – | Sell |
-31,313
| Closed | -$1.3M | – | 73 |
|
|
2020
Q1 | $1.3M | Buy |
+31,313
| New | +$1.3M | 1.17% | 15 |
|
|
2019
Q1 | – | Sell |
-7,998
| Closed | -$269K | – | 64 |
|
|
2018
Q4 | $269K | Buy |
7,998
+5,270
| +193% | +$177K | 0.18% | 82 |
|
|
2018
Q3 | $133K | Buy |
2,728
+43
| +2% | +$2.1K | 0.09% | 63 |
|
|
2018
Q2 | $114K | Buy |
2,685
+68
| +3% | +$2.89K | 0.08% | 69 |
|
|
2018
Q1 | $112K | Buy |
2,617
+301
| +13% | +$12.9K | 0.09% | 66 |
|
|
2017
Q4 | $88K | Buy |
2,316
+9
| +0.4% | +$342 | 0.07% | 70 |
|
|
2017
Q3 | $77K | Buy |
2,307
+216
| +10% | +$7.21K | 0.06% | 73 |
|
|
2017
Q2 | $65K | Sell |
2,091
-5
| -0.2% | -$155 | 0.06% | 86 |
|
|
2017
Q1 | $70K | Buy |
2,096
+446
| +27% | +$14.9K | 0.06% | 80 |
|
|
2016
Q4 | $49K | Sell |
1,650
-30
| -2% | -$891 | 0.05% | 107 |
|
|
2016
Q3 | $53K | Buy |
1,680
+50
| +3% | +$1.58K | 0.05% | 113 |
|
|
2016
Q2 | $46K | Hold |
1,630
| – | – | 0.04% | 110 |
|
|
2016
Q1 | $46K | Sell |
1,630
-50
| -3% | -$1.41K | 0.04% | 113 |
|
|
2015
Q4 | $49K | Buy |
+1,680
| New | +$49K | 0.05% | 104 |
|