LWA
Lantern Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
+11,561
| New | +$274K | 0.16% | 122 |
|
|
2024
Q4 | $488K | Buy |
12,701
+636
| +5% | +$24.4K | 0.32% | 77 |
|
|
2024
Q3 | $405K | Hold |
12,065
| – | – | 0.28% | 82 |
|
|
2024
Q2 | $362K | Sell |
12,065
-3,181
| -21% | -$95.4K | 0.26% | 83 |
|
|
2024
Q1 | $761K | Sell |
15,246
-1,948
| -11% | -$97.2K | 0.53% | 53 |
|
|
2023
Q4 | $869K | Buy |
+17,194
| New | +$869K | 0.68% | 42 |
|