LWAM
Legacy Wealth Asset Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
36,866
-238
| -0.6% | -$16.5K | 0.65% | 23 |
|
|
2025
Q1 | $2.29M | Sell |
37,104
-567
| -2% | -$35K | 0.63% | 27 |
|
|
2024
Q4 | $2.23M | Sell |
37,671
-1,357
| -3% | -$80.3K | 0.61% | 31 |
|
|
2024
Q3 | $2.08M | Buy |
39,028
+556
| +1% | +$29.6K | 0.56% | 43 |
|
|
2024
Q2 | $1.83M | Buy |
38,472
+1,295
| +3% | +$61.5K | 0.52% | 51 |
|
|
2024
Q1 | $1.86M | Buy |
37,177
+522
| +1% | +$26.1K | 0.52% | 47 |
|
|
2023
Q4 | $1.85M | Buy |
36,655
+2
| +0% | +$101 | 0.61% | 40 |
|
|
2023
Q3 | $1.97M | Sell |
36,653
-481
| -1% | -$25.9K | 0.72% | 22 |
|
|
2023
Q2 | $1.92M | Buy |
37,134
+715
| +2% | +$37K | 0.67% | 29 |
|
|
2023
Q1 | $1.9M | Sell |
36,419
-229
| -0.6% | -$12K | 0.69% | 28 |
|
|
2022
Q4 | $1.75M | Sell |
36,648
-23
| -0.1% | -$1.1K | 0.66% | 30 |
|
|
2022
Q3 | $1.47M | Buy |
36,671
+9,514
| +35% | +$381K | 0.64% | 30 |
|
|
2022
Q2 | $1.16M | Buy |
27,157
+1,347
| +5% | +$57.4K | 0.47% | 55 |
|
|
2022
Q1 | $1.44M | Buy |
25,810
+610
| +2% | +$34K | 0.51% | 46 |
|
|
2021
Q4 | $1.6M | Buy |
25,200
+2,530
| +11% | +$160K | 0.54% | 26 |
|
|
2021
Q3 | $1.23M | Sell |
22,670
-173
| -0.8% | -$9.42K | 0.56% | 34 |
|
|
2021
Q2 | $1.21M | Sell |
22,843
-6,889
| -23% | -$365K | 0.54% | 37 |
|
|
2021
Q1 | $1.54M | Sell |
29,732
-120
| -0.4% | -$6.2K | 0.71% | 18 |
|
|
2020
Q4 | $1.34M | Buy |
+29,852
| New | +$1.34M | 0.67% | 20 |
|