RWB
RMR Wealth Builders’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
6,231
+502
| +9% | +$34.8K | 0.04% | 178 |
|
|
2025
Q1 | $354K | Sell |
5,729
-330
| -5% | -$20.4K | 0.04% | 183 |
|
|
2024
Q4 | $359K | Sell |
6,059
-955
| -14% | -$56.5K | 0.04% | 189 |
|
|
2024
Q3 | $373K | Buy |
7,014
+1,018
| +17% | +$54.2K | 0.04% | 187 |
|
|
2024
Q2 | $285K | Sell |
5,996
-1,429
| -19% | -$67.9K | 0.03% | 208 |
|
|
2024
Q1 | $371K | Buy |
7,425
+43
| +0.6% | +$2.15K | 0.04% | 184 |
|
|
2023
Q4 | $373K | Sell |
7,382
-304
| -4% | -$15.4K | 0.05% | 170 |
|
|
2023
Q3 | $413K | Sell |
7,686
-356
| -4% | -$19.1K | 0.07% | 154 |
|
|
2023
Q2 | $416K | Buy |
8,042
+133
| +2% | +$6.88K | 0.07% | 135 |
|
|
2023
Q1 | $413K | Sell |
7,909
-114
| -1% | -$5.96K | 0.08% | 126 |
|
|
2022
Q4 | $382K | Sell |
8,023
-337
| -4% | -$16.1K | 0.09% | 122 |
|
|
2022
Q3 | $334K | Sell |
8,360
-469
| -5% | -$18.7K | 0.08% | 129 |
|
|
2022
Q2 | $376K | Sell |
8,829
-569
| -6% | -$24.2K | 0.09% | 126 |
|
|
2022
Q1 | $524K | Buy |
9,398
+3,281
| +54% | +$183K | 0.11% | 116 |
|
|
2021
Q4 | $388K | Sell |
6,117
-6,531
| -52% | -$414K | 0.11% | 82 |
|
|
2021
Q3 | $688K | Buy |
12,648
+4,270
| +51% | +$232K | 0.2% | 76 |
|
|
2021
Q2 | $444K | Sell |
8,378
-3,423
| -29% | -$181K | 0.15% | 103 |
|
|
2021
Q1 | $610K | Buy |
11,801
+4,259
| +56% | +$220K | 0.16% | 86 |
|
|
2020
Q4 | $338K | Sell |
7,542
-5,692
| -43% | -$255K | 0.17% | 99 |
|
|
2020
Q3 | $521K | Buy |
13,234
+5,387
| +69% | +$212K | 0.14% | 117 |
|
|
2020
Q2 | $366K | Buy |
+7,847
| New | +$366K | 0.33% | 72 |
|
|
2019
Q4 | $430K | Buy |
+8,961
| New | +$430K | 0.41% | 51 |
|