LA
Legacy Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,150
| Closed | -$1.12M | – | 110 |
|
|
2025
Q1 | $1.12M | Buy |
18,150
+2,201
| +14% | +$136K | 0.12% | 151 |
|
|
2024
Q4 | $944K | Buy |
15,949
+3,059
| +24% | +$181K | 0.09% | 169 |
|
|
2024
Q3 | $686K | Buy |
12,890
+2,310
| +22% | +$123K | 0.07% | 201 |
|
|
2024
Q2 | $503K | Sell |
10,580
-1,512
| -13% | -$71.8K | 0.06% | 208 |
|
|
2024
Q1 | $604K | Sell |
12,092
-421
| -3% | -$21K | 0.08% | 189 |
|
|
2023
Q4 | $632K | Sell |
12,513
-4,786
| -28% | -$242K | 0.08% | 176 |
|
|
2023
Q3 | $930K | Buy |
17,299
+6,283
| +57% | +$338K | 0.15% | 130 |
|
|
2023
Q2 | $570K | Sell |
11,016
-4,420
| -29% | -$229K | 0.08% | 161 |
|
|
2023
Q1 | $807K | Buy |
15,436
+678
| +5% | +$35.4K | 0.15% | 112 |
|
|
2022
Q4 | $703K | Buy |
14,758
+580
| +4% | +$27.6K | 0.13% | 115 |
|
|
2022
Q3 | $567K | Buy |
14,178
+1,885
| +15% | +$75.4K | 0.13% | 108 |
|
|
2022
Q2 | $524K | Buy |
12,293
+1,911
| +18% | +$81.5K | 0.11% | 116 |
|
|
2022
Q1 | $579K | Buy |
10,382
+6,681
| +181% | +$373K | 0.11% | 112 |
|
|
2021
Q4 | $235K | Buy |
+3,701
| New | +$235K | 0.09% | 119 |
|
|
2020
Q1 | – | Sell |
-11,914
| Closed | -$571K | – | 104 |
|
|
2019
Q4 | $571K | Buy |
11,914
+6,402
| +116% | +$307K | 0.36% | 59 |
|
|
2019
Q3 | $272K | Sell |
5,512
-1,375
| -20% | -$67.9K | 0.2% | 90 |
|
|
2019
Q2 | $377K | Sell |
6,887
-4,577
| -40% | -$251K | 0.25% | 73 |
|
|
2019
Q1 | $618K | Buy |
11,464
+4,490
| +64% | +$242K | 0.2% | 90 |
|
|
2018
Q4 | $302K | Sell |
6,974
-431
| -6% | -$18.7K | 0.23% | 88 |
|
|
2018
Q3 | $360K | Buy |
7,405
+3,973
| +116% | +$193K | 0.18% | 104 |
|
|
2018
Q2 | $148K | Buy |
3,432
+2,940
| +598% | +$127K | 0.11% | 110 |
|
|
2018
Q1 | $21K | Buy |
492
+322
| +189% | +$13.7K | 0.02% | 212 |
|
|
2017
Q4 | $6K | Sell |
170
-364
| -68% | -$12.8K | 0.01% | 290 |
|
|
2017
Q3 | $17K | Buy |
+534
| New | +$17K | 0.02% | 171 |
|