LWM
Liberty Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
43,945
+613
| +1% | +$42.5K | 0.48% | 48 |
|
|
2025
Q1 | $2.67M | Sell |
43,332
-314
| -0.7% | -$19.4K | 0.51% | 44 |
|
|
2024
Q4 | $2.58M | Buy |
43,646
+858
| +2% | +$50.8K | 0.43% | 50 |
|
|
2024
Q3 | $2.28M | Sell |
42,788
-1,595,476
| -97% | -$84.9M | 0.39% | 50 |
|
|
2024
Q2 | $2.04M | Buy |
1,638,264
+1,595,255
| +3,709% | +$1.98M | 0.37% | 54 |
|
|
2024
Q1 | $2.15M | Buy |
43,009
+29,977
| +230% | +$1.5M | 0.42% | 47 |
|
|
2023
Q4 | $658K | Buy |
13,032
+326
| +3% | +$16.5K | 0.14% | 82 |
|
|
2023
Q3 | $683K | Buy |
12,706
+3,467
| +38% | +$186K | 0.17% | 69 |
|
|
2023
Q2 | $478K | Sell |
9,239
-2,499
| -21% | -$129K | 0.12% | 97 |
|
|
2023
Q1 | $615K | Buy |
+11,738
| New | +$615K | 0.13% | 103 |
|
|
2022
Q3 | $374K | Buy |
9,366
+569
| +6% | +$22.7K | 0.1% | 95 |
|
|
2022
Q2 | $375K | Buy |
8,797
+551
| +7% | +$23.5K | 0.15% | 95 |
|
|
2022
Q1 | $459K | Buy |
8,246
+407
| +5% | +$22.7K | 0.17% | 86 |
|
|
2021
Q4 | $496 | Sell |
7,839
-1,857
| -19% | -$117 | 0.02% | 97 |
|
|
2021
Q3 | $530K | Sell |
9,696
-8,581
| -47% | -$469K | 0.19% | 78 |
|
|
2021
Q2 | $969K | Sell |
18,277
-650
| -3% | -$34.5K | 0.38% | 41 |
|
|
2021
Q1 | $859K | Hold |
18,927
| – | – | 0.42% | 37 |
|
|
2020
Q4 | $859K | Buy |
18,927
+2,089
| +12% | +$94.8K | 0.42% | 37 |
|
|
2020
Q3 | $663K | Buy |
16,838
+418
| +3% | +$16.5K | 0.39% | 39 |
|
|
2020
Q2 | $782K | Sell |
16,420
-209
| -1% | -$9.95K | 0.55% | 32 |
|
|
2020
Q1 | $654K | Buy |
16,629
+607
| +4% | +$23.9K | 0.57% | 33 |
|
|
2019
Q4 | $768K | Buy |
16,022
+2,268
| +16% | +$109K | 0.61% | 27 |
|
|
2019
Q3 | $680K | Sell |
13,754
-2,263
| -14% | -$112K | 0.64% | 31 |
|
|
2019
Q2 | $877K | Buy |
16,017
+3,940
| +33% | +$216K | 0.77% | 22 |
|
|
2019
Q1 | $652K | Sell |
12,077
-1,772
| -13% | -$95.7K | 0.49% | 26 |
|
|
2018
Q4 | $600K | Buy |
+13,849
| New | +$600K | 0.45% | 29 |
|