LIA
LBMC Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
12,132
+6
| +0% | +$416 | 0.06% | 98 |
|
|
2025
Q1 | $748K | Sell |
12,126
-36
| -0.3% | -$2.22K | 0.06% | 93 |
|
|
2024
Q4 | $720K | Buy |
12,162
+506
| +4% | +$30K | 0.06% | 94 |
|
|
2024
Q3 | $620K | Buy |
11,656
+7
| +0.1% | +$373 | 0.05% | 100 |
|
|
2024
Q2 | $553K | Buy |
11,649
+6
| +0.1% | +$285 | 0.05% | 101 |
|
|
2024
Q1 | $581K | Buy |
11,643
+169
| +1% | +$8.44K | 0.05% | 98 |
|
|
2023
Q4 | $580K | Sell |
11,474
-119
| -1% | -$6.01K | 0.06% | 90 |
|
|
2023
Q3 | $622K | Buy |
11,593
+632
| +6% | +$33.9K | 0.07% | 84 |
|
|
2023
Q2 | $567K | Buy |
10,961
+8
| +0.1% | +$414 | 0.06% | 90 |
|
|
2023
Q1 | $573K | Buy |
10,953
+5,392
| +97% | +$282K | 0.06% | 90 |
|
|
2022
Q4 | $265K | Sell |
5,561
-430
| -7% | -$20.5K | 0.03% | 131 |
|
|
2022
Q3 | $240K | Buy |
5,991
+6
| +0.1% | +$240 | 0.03% | 135 |
|
|
2022
Q2 | $255K | Buy |
5,985
+6
| +0.1% | +$256 | 0.03% | 125 |
|
|
2022
Q1 | $333K | Buy |
5,979
+4
| +0.1% | +$223 | 0.03% | 113 |
|
|
2021
Q4 | $379K | Buy |
5,975
+9
| +0.2% | +$571 | 0.03% | 113 |
|
|
2021
Q3 | $325 | Hold |
5,966
| – | – | 0.03% | 117 |
|
|
2021
Q2 | $316K | Buy |
+5,966
| New | +$316K | 0.03% | 123 |
|
|
2019
Q3 | – | Sell |
-3,955
| Closed | -$216K | – | 101 |
|
|
2019
Q2 | $216K | Buy |
+3,955
| New | +$216K | 0.03% | 90 |
|