WMP
Wealth Management Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
5,105
-399
| -7% | -$27.5K | 0.12% | 103 |
|
|
2025
Q1 | $340K | Sell |
5,504
-67
| -1% | -$4.14K | 0.16% | 89 |
|
|
2024
Q4 | $330K | Hold |
5,571
| – | – | 0.14% | 93 |
|
|
2024
Q3 | $296K | Sell |
5,571
-410
| -7% | -$21.8K | 0.14% | 91 |
|
|
2024
Q2 | $284K | Sell |
5,981
-250
| -4% | -$11.9K | 0.14% | 88 |
|
|
2024
Q1 | $311K | Buy |
6,231
+1,145
| +23% | +$57.1K | 0.16% | 94 |
|
|
2023
Q4 | $257K | Hold |
5,086
| – | – | 0.14% | 102 |
|
|
2023
Q3 | $273K | Sell |
5,086
-554
| -10% | -$29.8K | 0.17% | 92 |
|
|
2023
Q2 | $292K | Sell |
5,640
-505
| -8% | -$26.1K | 0.18% | 91 |
|
|
2023
Q1 | $321K | Buy |
6,145
+145
| +2% | +$7.58K | 0.22% | 82 |
|
|
2022
Q4 | $292K | Hold |
6,000
| – | – | 0.24% | 76 |
|
|
2022
Q3 | $237K | Hold |
6,000
| – | – | 0.21% | 85 |
|
|
2022
Q2 | $249K | Buy |
6,000
+1,000
| +20% | +$41.5K | 0.22% | 84 |
|
|
2022
Q1 | $288K | Hold |
5,000
| – | – | 0.21% | 89 |
|
|
2021
Q4 | $305K | Buy |
5,000
+444
| +10% | +$27.1K | 0.21% | 87 |
|
|
2021
Q3 | $248K | Hold |
4,556
| – | – | 0.18% | 97 |
|
|
2021
Q2 | $241K | Buy |
4,556
+45
| +1% | +$2.38K | 0.17% | 103 |
|
|
2021
Q1 | $234K | Sell |
4,511
-630
| -12% | -$32.7K | 0.17% | 110 |
|
|
2020
Q4 | $233K | Buy |
+5,141
| New | +$233K | 0.18% | 106 |
|