MHWM
Montz Harcus Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,173
| Closed | -$208K | – | 70 |
|
|
2024
Q1 | $208K | Sell |
4,173
-69
| -2% | -$3.44K | 0.14% | 66 |
|
|
2023
Q4 | $214K | Sell |
4,242
-250
| -6% | -$12.6K | 0.16% | 53 |
|
|
2023
Q3 | $241K | Sell |
4,492
-51
| -1% | -$2.74K | 0.21% | 43 |
|
|
2023
Q2 | $235K | Sell |
4,543
-17
| -0.4% | -$880 | 0.19% | 50 |
|
|
2023
Q1 | $238K | Sell |
4,560
-289
| -6% | -$15.1K | 0.22% | 46 |
|
|
2022
Q4 | $231K | Buy |
+4,849
| New | +$231K | 0.23% | 45 |
|
|
2022
Q3 | – | Sell |
-4,769
| Closed | -$203K | – | 52 |
|
|
2022
Q2 | $203K | Buy |
4,769
+35
| +0.7% | +$1.49K | 0.21% | 51 |
|
|
2022
Q1 | $264K | Buy |
4,734
+30
| +0.6% | +$1.67K | 0.24% | 45 |
|
|
2021
Q4 | $298K | Buy |
+4,704
| New | +$298K | 0.26% | 37 |
|