MWM
Modern Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.15M | Sell |
88,695
-7,328
| -8% | -$508K | 0.15% | 139 |
|
|
2025
Q1 | $5.93M | Buy |
96,023
+37,320
| +64% | +$2.3M | 0.19% | 107 |
|
|
2024
Q4 | $3.48M | Buy |
58,703
+25,512
| +77% | +$1.51M | 0.13% | 136 |
|
|
2024
Q3 | $1.77M | Buy |
33,191
+5,252
| +19% | +$280K | 0.11% | 122 |
|
|
2024
Q2 | $1.33M | Buy |
27,939
+12,342
| +79% | +$586K | 0.1% | 121 |
|
|
2024
Q1 | $778K | Buy |
+15,597
| New | +$778K | 0.07% | 134 |
|