MWA
Motive Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+3,764
| New | +$261K | 0.12% | 68 |
|
|
2025
Q1 | – | Sell |
-3,752
| Closed | -$222K | – | 76 |
|
|
2024
Q4 | $222K | Buy |
+3,752
| New | +$222K | 0.12% | 72 |
|
|
2023
Q2 | – | Sell |
-3,943
| Closed | -$206K | – | 56 |
|
|
2023
Q1 | $206K | Sell |
3,943
-440
| -10% | -$23K | 0.23% | 51 |
|
|
2022
Q4 | $209K | Buy |
+4,383
| New | +$209K | 0.16% | 57 |
|