LA
Lifeworks Advisors’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.92M | Buy |
99,677
+913
| +0.9% | +$63.3K | 1.03% | 23 |
|
2025
Q1 | $6.09M | Buy |
98,764
+4,518
| +5% | +$279K | 1.01% | 26 |
|
2024
Q4 | $5.58M | Buy |
94,246
+1,300
| +1% | +$77K | 1.01% | 25 |
|
2024
Q3 | $4.95M | Buy |
92,946
+13,167
| +17% | +$701K | 0.97% | 29 |
|
2024
Q2 | $3.79M | Buy |
79,779
+3,557
| +5% | +$169K | 1.06% | 26 |
|
2024
Q1 | $3.8M | Buy |
76,222
+8,437
| +12% | +$421K | 1.06% | 28 |
|
2023
Q4 | $3.42M | Sell |
67,785
-3,570
| -5% | -$180K | 1.18% | 27 |
|
2023
Q3 | $3.84M | Buy |
71,355
+1,142
| +2% | +$61.4K | 1.49% | 17 |
|
2023
Q2 | $3.63M | Buy |
70,213
+9,379
| +15% | +$485K | 1.55% | 19 |
|
2023
Q1 | $3.18M | Sell |
60,834
-14,191
| -19% | -$742K | 1.5% | 19 |
|
2022
Q4 | $3.57M | Sell |
75,025
-3,183
| -4% | -$152K | 2.01% | 14 |
|
2022
Q3 | $3.55M | Buy |
78,208
+11,778
| +18% | +$535K | 2.02% | 13 |
|
2022
Q2 | $2.83M | Buy |
66,430
+13,952
| +27% | +$595K | 1.8% | 15 |
|
2022
Q1 | $2.93M | Buy |
52,478
+620
| +1% | +$34.6K | 1.93% | 11 |
|
2021
Q4 | $3.29M | Buy |
+51,858
| New | +$3.29M | 2.62% | 9 |
|