MBFW
Morton Brown Family Wealth’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.8K | Hold |
704
| – | – | 0.01% | 109 |
|
|
2025
Q1 | $43.4K | Hold |
704
| – | – | 0.01% | 108 |
|
|
2024
Q4 | $41.7K | Hold |
704
| – | – | 0.01% | 111 |
|
|
2024
Q3 | $37.5K | Hold |
704
| – | – | 0.01% | 110 |
|
|
2024
Q2 | $33.8K | Hold |
704
| – | – | 0.01% | 108 |
|
|
2024
Q1 | $35.1K | Hold |
704
| – | – | 0.01% | 101 |
|
|
2023
Q4 | $35.6K | Buy |
704
+208
| +42% | +$10.5K | 0.02% | 118 |
|
|
2023
Q3 | $26.6K | Hold |
496
| – | – | 0.01% | 100 |
|
|
2023
Q2 | $25.6K | Sell |
496
-35
| -7% | -$1.81K | 0.01% | 98 |
|
|
2023
Q1 | $27.7K | Buy |
531
+35
| +7% | +$1.83K | 0.02% | 97 |
|
|
2022
Q4 | $23.6K | Buy |
496
+421
| +561% | +$20K | 0.02% | 93 |
|
|
2022
Q3 | $3K | Sell |
75
-84
| -53% | -$3.36K | ﹤0.01% | 158 |
|
|
2022
Q2 | $7K | Buy |
+159
| New | +$7K | 0.01% | 120 |
|
|
2022
Q1 | – | Sell |
-85
| Closed | -$5K | – | 159 |
|
|
2021
Q4 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 135 |
|