MWM
Mittelman Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
3,507
-1,573
| -31% | -$109K | 0.21% | 36 |
|
|
2025
Q1 | $314K | Sell |
5,080
-184
| -3% | -$11.4K | 0.28% | 28 |
|
|
2024
Q4 | $312K | Sell |
5,264
-734
| -12% | -$43.5K | 0.29% | 28 |
|
|
2024
Q3 | $319K | Sell |
5,998
-1,443
| -19% | -$76.8K | 0.18% | 25 |
|
|
2024
Q2 | $354K | Buy |
+7,441
| New | +$354K | 0.23% | 58 |
|