MWM
Minot Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.31M | Sell |
30,825
-6,230
| -17% | -$266K | 0.34% | 60 |
|
|
2022
Q1 | $2.07M | Buy |
37,055
+879
| +2% | +$49K | 0.44% | 52 |
|
|
2021
Q4 | $2.29M | Buy |
36,176
+949
| +3% | +$60.1K | 0.44% | 57 |
|
|
2021
Q3 | $1.92M | Buy |
35,227
+3,129
| +10% | +$170K | 0.41% | 60 |
|
|
2021
Q2 | $1.71M | Buy |
32,098
+2,474
| +8% | +$132K | 0.37% | 69 |
|
|
2021
Q1 | $1.53M | Buy |
29,624
+1,844
| +7% | +$95.4K | 0.39% | 71 |
|
|
2020
Q4 | $1.24M | Sell |
27,780
-42,206
| -60% | -$1.89M | 0.37% | 67 |
|
|
2020
Q3 | $2.76M | Buy |
69,986
+5,984
| +9% | +$236K | 1.04% | 43 |
|
|
2020
Q2 | $2.99M | Buy |
64,002
+11,211
| +21% | +$523K | 1.49% | 25 |
|
|
2020
Q1 | $2.08M | Buy |
52,791
+18,724
| +55% | +$736K | 1.49% | 22 |
|
|
2019
Q4 | $1.67M | Buy |
+34,067
| New | +$1.67M | 0.76% | 46 |
|