LWMM
Legacy Wealth Management (Mississippi)’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
4,830
-27
| -0.6% | -$1.87K | 0.1% | 71 |
|
|
2025
Q1 | $300K | Hold |
4,857
| – | – | 0.1% | 79 |
|
|
2024
Q4 | $288K | Buy |
4,857
+989
| +26% | +$58.5K | 0.11% | 81 |
|
|
2024
Q3 | $206K | Buy |
+3,868
| New | +$206K | 0.08% | 96 |
|
|
2022
Q3 | – | Sell |
-4,807
| Closed | -$205K | – | 79 |
|
|
2022
Q2 | $205K | Hold |
4,807
| – | – | 0.12% | 82 |
|
|
2022
Q1 | $268K | Buy |
4,807
+102
| +2% | +$5.69K | 0.14% | 89 |
|
|
2021
Q4 | $298K | Sell |
4,705
-322
| -6% | -$20.4K | 0.15% | 92 |
|
|
2021
Q3 | $274K | Hold |
5,027
| – | – | 0.15% | 96 |
|
|
2021
Q2 | $266K | Hold |
5,027
| – | – | 0.15% | 94 |
|
|
2021
Q1 | $260K | Hold |
5,027
| – | – | 0.16% | 87 |
|
|
2020
Q4 | $225K | Sell |
5,027
-3,568
| -42% | -$160K | 0.14% | 90 |
|
|
2020
Q3 | $339K | Buy |
8,595
+865
| +11% | +$34.1K | 0.23% | 81 |
|
|
2020
Q2 | $361K | Buy |
7,730
+1,190
| +18% | +$55.5K | 0.28% | 75 |
|
|
2020
Q1 | $257K | Buy |
6,540
+121
| +2% | +$4.76K | 0.24% | 82 |
|
|
2019
Q4 | $308K | Buy |
+6,419
| New | +$308K | 0.27% | 80 |
|