LWM
Laidlaw Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,239
| Closed | -$606K | – | 71 |
|
|
2024
Q4 | $606K | Sell |
10,239
-193
| -2% | -$11.4K | 0.26% | 94 |
|
|
2024
Q3 | $555K | Sell |
10,432
-1,020
| -9% | -$54.3K | 0.27% | 102 |
|
|
2024
Q2 | $544K | Sell |
11,452
-107
| -0.9% | -$5.08K | 0.3% | 95 |
|
|
2024
Q1 | $577K | Sell |
11,559
-18,222
| -61% | -$909K | 0.32% | 96 |
|
|
2023
Q4 | $1.5M | Sell |
29,781
-8,390
| -22% | -$424K | 0.55% | 49 |
|
|
2023
Q3 | $2.05M | Sell |
38,171
-266
| -0.7% | -$14.3K | 0.68% | 38 |
|
|
2023
Q2 | $1.99M | Buy |
38,437
+75
| +0.2% | +$3.88K | 0.39% | 62 |
|
|
2023
Q1 | $2.01M | Sell |
38,362
-1,268
| -3% | -$66.3K | 0.41% | 63 |
|
|
2022
Q4 | $1.89M | Sell |
39,630
-13,045
| -25% | -$621K | 0.4% | 70 |
|
|
2022
Q3 | $2.11M | Buy |
52,675
+143
| +0.3% | +$5.72K | 0.49% | 55 |
|
|
2022
Q2 | $2.24M | Buy |
52,532
+2,208
| +4% | +$94.2K | 0.46% | 66 |
|
|
2022
Q1 | $2.81M | Buy |
50,324
+4,065
| +9% | +$227K | 0.47% | 54 |
|
|
2021
Q4 | $2.93M | Buy |
46,259
+7,673
| +20% | +$486K | 0.47% | 56 |
|
|
2021
Q3 | $2.1M | Buy |
38,586
+317
| +0.8% | +$17.3K | 0.54% | 46 |
|
|
2021
Q2 | $2.03M | Buy |
38,269
+1,518
| +4% | +$80.4K | 0.52% | 52 |
|
|
2021
Q1 | $1.9M | Buy |
36,751
+2,042
| +6% | +$106K | 0.65% | 42 |
|
|
2020
Q4 | $1.55M | Buy |
34,709
+9,076
| +35% | +$406K | 0.33% | 85 |
|
|
2020
Q3 | $1.01M | Sell |
25,633
-1,551
| -6% | -$61.1K | 0.45% | 70 |
|
|
2020
Q2 | $1.27M | Buy |
27,184
+2,028
| +8% | +$94.6K | 0.66% | 54 |
|
|
2020
Q1 | $989K | Buy |
25,156
+417
| +2% | +$16.4K | 0.65% | 55 |
|
|
2019
Q4 | $1.19M | Buy |
+24,739
| New | +$1.19M | 0.75% | 50 |
|