LifePlan Investment Advisors’s Cisco CSCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$271K	Sell	3,903 -12	-0.3%	-$833	0.13%	94
2025 Q1	$242K	Hold	3,915	–	–	0.14%	94
2024 Q4	$232K	Hold	3,915	–	–	0.14%	90
2024 Q3	$208K	Buy	+3,915	New	+$208K	0.13%	89