LFA
Landmark Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $655K | Buy |
12,961
+200
| +2% | +$10.1K | 0.24% | 48 |
|
|
2023
Q3 | $686K | Buy |
12,761
+150
| +1% | +$8.06K | 0.28% | 46 |
|
|
2023
Q2 | $653K | Buy |
12,611
+66
| +0.5% | +$3.42K | 0.27% | 48 |
|
|
2023
Q1 | $656K | Buy |
12,545
+112
| +0.9% | +$5.86K | 0.29% | 46 |
|
|
2022
Q4 | $592K | Buy |
12,433
+250
| +2% | +$11.9K | 0.27% | 48 |
|
|
2022
Q3 | $487K | Buy |
12,183
+140
| +1% | +$5.6K | 0.26% | 52 |
|
|
2022
Q2 | $514K | Hold |
12,043
| – | – | 0.25% | 51 |
|
|
2022
Q1 | $626K | Buy |
12,043
+379
| +3% | +$19.7K | 0.3% | 49 |
|
|
2021
Q4 | $739K | Buy |
11,664
+285
| +3% | +$18.1K | 0.33% | 40 |
|
|
2021
Q3 | $588K | Buy |
11,379
+500
| +5% | +$25.8K | 0.32% | 39 |
|
|
2021
Q2 | $577K | Sell |
10,879
-500
| -4% | -$26.5K | 0.28% | 44 |
|
|
2021
Q1 | $588K | Sell |
11,379
-1,535
| -12% | -$79.3K | 0.32% | 39 |
|
|
2020
Q4 | $586K | Buy |
12,914
+2,289
| +22% | +$104K | 0.33% | 38 |
|
|
2020
Q3 | $410K | Hold |
10,625
| – | – | 0.26% | 44 |
|
|
2020
Q2 | $493K | Buy |
10,625
+27
| +0.3% | +$1.25K | 0.32% | 39 |
|
|
2020
Q1 | $453K | Sell |
10,598
-644
| -6% | -$27.5K | 0.31% | 38 |
|
|
2019
Q4 | $551K | Buy |
11,242
+126
| +1% | +$6.18K | 0.32% | 33 |
|
|
2019
Q3 | $549K | Hold |
11,116
| – | – | 0.34% | 31 |
|
|
2019
Q2 | $608K | Buy |
11,116
+5
| +0% | +$273 | 0.37% | 29 |
|
|
2019
Q1 | $599K | Buy |
11,111
+6
| +0.1% | +$323 | 0.39% | 31 |
|
|
2018
Q4 | $481K | Buy |
11,105
+5
| +0% | +$217 | 0.31% | 35 |
|
|
2018
Q3 | $540K | Buy |
11,100
+6
| +0.1% | +$292 | 0.32% | 34 |
|
|
2018
Q2 | $477K | Sell |
11,094
-960
| -8% | -$41.3K | 0.3% | 34 |
|
|
2018
Q1 | $517K | Buy |
12,054
+5
| +0% | +$214 | 0.32% | 34 |
|
|
2017
Q4 | $461K | Sell |
12,049
-1,589
| -12% | -$60.8K | 0.29% | 33 |
|
|
2017
Q3 | $459K | Buy |
13,638
+362
| +3% | +$12.2K | 0.31% | 34 |
|
|
2017
Q2 | $415K | Buy |
13,276
+6
| +0% | +$188 | 0.3% | 36 |
|
|
2017
Q1 | $449K | Buy |
13,270
+6
| +0% | +$203 | 0.33% | 33 |
|
|
2016
Q4 | $401K | Buy |
13,264
+6
| +0% | +$181 | 0.32% | 35 |
|
|
2016
Q3 | $421K | Sell |
13,258
-1,643
| -11% | -$52.2K | 0.36% | 35 |
|
|
2016
Q2 | $427K | Buy |
14,901
+506
| +4% | +$14.5K | 0.4% | 36 |
|
|
2016
Q1 | $409K | Sell |
14,395
-276
| -2% | -$7.84K | 0.41% | 32 |
|
|
2015
Q4 | $398K | Buy |
14,671
+5
| +0% | +$136 | 0.42% | 30 |
|
|
2015
Q3 | $384K | Buy |
14,666
+6
| +0% | +$157 | 0.42% | 28 |
|
|
2015
Q2 | $402K | Buy |
14,660
+4
| +0% | +$110 | 0.42% | 29 |
|
|
2015
Q1 | $403K | Buy |
14,656
+437
| +3% | +$12K | 0.42% | 29 |
|
|
2014
Q4 | $403K | Buy |
+14,219
| New | +$403K | 0.42% | 32 |
|