LWM
Lakeridge Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
5,204
+54
| +1% | +$3.75K | 0.17% | 104 |
|
|
2025
Q1 | $318K | Buy |
5,150
+473
| +10% | +$29.2K | 0.16% | 115 |
|
|
2024
Q4 | $277K | Buy |
4,677
+49
| +1% | +$2.9K | 0.14% | 122 |
|
|
2024
Q3 | $246K | Sell |
4,628
-15
| -0.3% | -$798 | 0.14% | 129 |
|
|
2024
Q2 | $221K | Sell |
4,643
-1,016
| -18% | -$48.3K | 0.13% | 133 |
|
|
2024
Q1 | $282K | Buy |
5,659
+13
| +0.2% | +$649 | 0.18% | 100 |
|
|
2023
Q4 | $285K | Buy |
+5,646
| New | +$285K | 0.21% | 92 |
|