MWM
Moran Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Sell |
308,048
-14,133
| -4% | -$981K | 0.66% | 36 |
|
|
2025
Q1 | $19.9M | Sell |
322,181
-210,490
| -40% | -$13M | 0.67% | 38 |
|
|
2024
Q4 | $31.5M | Buy |
532,671
+53,624
| +11% | +$3.17M | 1.01% | 16 |
|
|
2024
Q3 | $25.5M | Buy |
479,047
+15,390
| +3% | +$819K | 0.78% | 31 |
|
|
2024
Q2 | $22M | Buy |
463,657
+10,387
| +2% | +$493K | 0.72% | 34 |
|
|
2024
Q1 | $22.6M | Buy |
453,270
+72,643
| +19% | +$3.63M | 0.73% | 36 |
|
|
2023
Q4 | $19.2M | Sell |
380,627
-335,651
| -47% | -$17M | 0.68% | 40 |
|
|
2023
Q3 | $38.5M | Buy |
716,278
+362,972
| +103% | +$19.5M | 1.49% | 6 |
|
|
2023
Q2 | $18.3M | Buy |
353,306
+4,456
| +1% | +$231K | 0.69% | 48 |
|
|
2023
Q1 | $18.2M | Buy |
348,850
+63,319
| +22% | +$3.31M | 0.69% | 44 |
|
|
2022
Q4 | $13.6M | Buy |
+285,531
| New | +$13.6M | 0.52% | 65 |
|