MSWM
Mowery & Schoenfeld Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
2,045
-3,119
| -60% | -$216K | 0.22% | 56 |
|
|
2025
Q1 | $319K | Buy |
5,164
+3,083
| +148% | +$190K | 0.62% | 33 |
|
|
2024
Q4 | $123K | Buy |
2,081
+301
| +17% | +$17.8K | 0.24% | 60 |
|
|
2024
Q3 | $94.7K | Sell |
1,780
-1,775
| -50% | -$94.5K | 0.15% | 65 |
|
|
2024
Q2 | $169K | Hold |
3,555
| – | – | 0.24% | 39 |
|
|
2024
Q1 | $177K | Hold |
3,555
| – | – | 0.34% | 32 |
|
|
2023
Q4 | $180K | Buy |
+3,555
| New | +$180K | 0.36% | 37 |
|