MWM
Mission Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Sell |
63,456
-104
| -0.2% | -$7.22K | 0.09% | 125 |
|
|
2025
Q1 | $3.92M | Buy |
63,560
+10,183
| +19% | +$628K | 0.1% | 116 |
|
|
2024
Q4 | $3.16M | Buy |
53,377
+4,997
| +10% | +$296K | 0.07% | 129 |
|
|
2024
Q3 | $2.57M | Buy |
48,380
+646
| +1% | +$34.4K | 0.06% | 151 |
|
|
2024
Q2 | $2.27M | Sell |
47,734
-9,468
| -17% | -$450K | 0.06% | 150 |
|
|
2024
Q1 | $2.85M | Buy |
57,202
+12,605
| +28% | +$629K | 0.08% | 137 |
|
|
2023
Q4 | $2.25M | Sell |
44,597
-14,690
| -25% | -$742K | 0.07% | 132 |
|
|
2023
Q3 | $3.19M | Buy |
59,287
+5,737
| +11% | +$308K | 0.12% | 91 |
|
|
2023
Q2 | $2.77M | Buy |
53,550
+10,831
| +25% | +$560K | 0.1% | 98 |
|
|
2023
Q1 | $2.23M | Sell |
42,719
-1,783
| -4% | -$93.2K | 0.09% | 117 |
|
|
2022
Q4 | $2.12M | Sell |
44,502
-745
| -2% | -$35.5K | 0.1% | 116 |
|
|
2022
Q3 | $1.81M | Buy |
45,247
+3,329
| +8% | +$133K | 0.1% | 114 |
|
|
2022
Q2 | $1.79M | Sell |
41,918
-590
| -1% | -$25.2K | 0.09% | 113 |
|
|
2022
Q1 | $2.37M | Sell |
42,508
-3,722
| -8% | -$208K | 0.11% | 98 |
|
|
2021
Q4 | $2.93M | Buy |
46,230
+521
| +1% | +$33K | 0.13% | 82 |
|
|
2021
Q3 | $2.49M | Buy |
45,709
+4,766
| +12% | +$259K | 0.13% | 88 |
|
|
2021
Q2 | $2.17M | Sell |
40,943
-1,490
| -4% | -$79K | 0.12% | 93 |
|
|
2021
Q1 | $2.19M | Buy |
42,433
+2,914
| +7% | +$151K | 0.13% | 84 |
|
|
2020
Q4 | $1.77M | Sell |
39,519
-226
| -0.6% | -$10.1K | 0.11% | 92 |
|
|
2020
Q3 | $1.57M | Buy |
39,745
+394
| +1% | +$15.5K | 0.12% | 87 |
|
|
2020
Q2 | $1.84M | Sell |
39,351
-917
| -2% | -$42.8K | 0.16% | 75 |
|
|
2020
Q1 | $1.58M | Sell |
40,268
-1,481
| -4% | -$58.2K | 0.17% | 73 |
|
|
2019
Q4 | $2M | Buy |
41,749
+743
| +2% | +$35.6K | 0.19% | 70 |
|
|
2019
Q3 | $2.03M | Buy |
41,006
+8,149
| +25% | +$403K | 0.22% | 67 |
|
|
2019
Q2 | $1.8M | Buy |
32,857
+334
| +1% | +$18.3K | 0.2% | 65 |
|
|
2019
Q1 | $1.76M | Buy |
32,523
+1,406
| +5% | +$75.9K | 0.2% | 63 |
|
|
2018
Q4 | $1.35M | Buy |
31,117
+1,262
| +4% | +$54.7K | 0.18% | 69 |
|
|
2018
Q3 | $1.45M | Sell |
29,855
-1,963
| -6% | -$95.5K | 0.19% | 66 |
|
|
2018
Q2 | $1.37M | Buy |
31,818
+6,836
| +27% | +$294K | 0.2% | 63 |
|
|
2018
Q1 | $1.07M | Sell |
24,982
-971
| -4% | -$41.6K | 0.17% | 70 |
|
|
2017
Q4 | $994K | Sell |
25,953
-585
| -2% | -$22.4K | 0.17% | 66 |
|
|
2017
Q3 | $892K | Sell |
26,538
-1,920
| -7% | -$64.5K | 0.16% | 72 |
|
|
2017
Q2 | $891K | Buy |
28,458
+6,342
| +29% | +$199K | 0.17% | 70 |
|
|
2017
Q1 | $748K | Sell |
22,116
-1,527
| -6% | -$51.6K | 0.15% | 75 |
|
|
2016
Q4 | $714K | Buy |
23,643
+5,732
| +32% | +$173K | 0.14% | 75 |
|
|
2016
Q3 | $568K | Buy |
17,911
+145
| +0.8% | +$4.6K | 0.14% | 81 |
|
|
2016
Q2 | $510K | Buy |
17,766
+423
| +2% | +$12.1K | 0.14% | 77 |
|
|
2016
Q1 | $494K | Buy |
17,343
+327
| +2% | +$9.31K | 0.13% | 79 |
|
|
2015
Q4 | $462K | Buy |
17,016
+592
| +4% | +$16.1K | 0.13% | 76 |
|
|
2015
Q3 | $431K | Buy |
16,424
+3,284
| +25% | +$86.2K | 0.13% | 74 |
|
|
2015
Q2 | $362K | Buy |
+13,140
| New | +$362K | 0.12% | 85 |
|