Lake Street Private Wealth’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
17,118
+6,009
+54% +$417K 0.17% 100
2025
Q1
$686K Sell
11,109
-113
-1% -$6.97K 0.11% 125
2024
Q4
$664K Sell
11,222
-1,063
-9% -$62.9K 0.11% 126
2024
Q3
$654K Sell
12,285
-8,331
-40% -$443K 0.1% 140
2024
Q2
$979K Sell
20,616
-12,267
-37% -$583K 0.13% 144
2024
Q1
$1.64M Buy
32,883
+101
+0.3% +$5.04K 0.23% 109
2023
Q4
$1.66M Sell
32,782
-7,044
-18% -$356K 0.26% 97
2023
Q3
$2.15M Buy
39,826
+365
+0.9% +$19.7K 0.39% 78
2023
Q2
$2.04M Sell
39,461
-1,952
-5% -$101K 0.36% 85
2023
Q1
$2.16M Buy
41,413
+2,172
+6% +$114K 0.4% 74
2022
Q4
$1.87M Sell
39,241
-210
-0.5% -$10K 0.39% 78
2022
Q3
$1.58M Buy
39,451
+4,034
+11% +$161K 0.36% 81
2022
Q2
$1.51M Buy
35,417
+4,735
+15% +$202K 0.32% 90
2022
Q1
$1.71M Sell
30,682
-1,141
-4% -$63.6K 0.31% 91
2021
Q4
$2.02M Buy
31,823
+7,756
+32% +$492K 0.35% 80
2021
Q3
$1.31M Sell
24,067
-161
-0.7% -$8.76K 0.32% 86
2021
Q2
$1.3M Buy
24,228
+343
+1% +$18.3K 0.33% 84
2021
Q1
$1.24M Buy
23,885
+220
+0.9% +$11.4K 0.34% 80
2020
Q4
$1.06M Sell
23,665
-7,836
-25% -$351K 0.31% 86
2020
Q3
$1.24M Sell
31,501
-3,400
-10% -$134K 0.42% 64
2020
Q2
$1.63M Sell
34,901
-2,776
-7% -$129K 0.6% 53
2020
Q1
$1.48M Sell
37,677
-6,282
-14% -$247K 0.67% 55
2019
Q4
$2.11M Buy
43,959
+2,237
+5% +$107K 0.81% 44
2019
Q3
$2.06M Buy
41,722
+5,154
+14% +$255K 0.94% 36
2019
Q2
$2M Buy
36,568
+3,743
+11% +$205K 1.18% 27
2019
Q1
$1.77M Buy
+32,825
New +$1.77M 1.22% 28