MPW
Monterey Private Wealth’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $515K | Sell |
8,339
-132
| -2% | -$8.15K | 0.15% | 62 |
|
|
2024
Q4 | $501K | Buy |
8,471
+967
| +13% | +$57.2K | 0.17% | 61 |
|
|
2024
Q3 | $399K | Buy |
7,504
+17
| +0.2% | +$905 | 0.14% | 68 |
|
|
2024
Q2 | $356K | Buy |
7,487
+591
| +9% | +$28.1K | 0.13% | 70 |
|
|
2024
Q1 | $344K | Buy |
6,896
+54
| +0.8% | +$2.7K | 0.14% | 72 |
|
|
2023
Q4 | $346K | Buy |
6,842
+159
| +2% | +$8.03K | 0.16% | 63 |
|
|
2023
Q3 | $359K | Buy |
6,683
+14
| +0.2% | +$753 | 0.18% | 59 |
|
|
2023
Q2 | $345K | Sell |
6,669
-41
| -0.6% | -$2.12K | 0.17% | 63 |
|
|
2023
Q1 | $351K | Sell |
6,710
-1,721
| -20% | -$90K | 0.18% | 63 |
|
|
2022
Q4 | $402K | Sell |
8,431
-1,557
| -16% | -$74.2K | 0.22% | 59 |
|
|
2022
Q3 | $405K | Sell |
9,988
-160
| -2% | -$6.49K | 0.24% | 55 |
|
|
2022
Q2 | $433K | Sell |
10,148
-1,423
| -12% | -$60.7K | 0.25% | 53 |
|
|
2022
Q1 | $649K | Buy |
11,571
+2,243
| +24% | +$126K | 0.31% | 48 |
|
|
2021
Q4 | $591K | Sell |
9,328
-1,878
| -17% | -$119K | 0.29% | 52 |
|
|
2021
Q3 | $613K | Sell |
11,206
-755
| -6% | -$41.3K | 0.34% | 47 |
|
|
2021
Q2 | $634K | Buy |
11,961
+1,314
| +12% | +$69.6K | 0.36% | 43 |
|
|
2021
Q1 | $550K | Sell |
10,647
-42
| -0.4% | -$2.17K | 0.3% | 44 |
|
|
2020
Q4 | $478K | Buy |
10,689
+15
| +0.1% | +$671 | 0.28% | 44 |
|
|
2020
Q3 | $420K | Buy |
10,674
+13
| +0.1% | +$512 | 0.27% | 48 |
|
|
2020
Q2 | $497K | Buy |
10,661
+1,896
| +22% | +$88.4K | 0.35% | 40 |
|
|
2020
Q1 | $345K | Sell |
8,765
-3,704
| -30% | -$146K | 0.29% | 42 |
|
|
2019
Q4 | $598K | Buy |
+12,469
| New | +$598K | 0.48% | 30 |
|