LWA
Lineweaver Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
23,685
+1,627
| +7% | +$113K | 0.26% | 80 |
|
|
2025
Q1 | $1.36M | Buy |
22,058
+456
| +2% | +$28.1K | 0.23% | 82 |
|
|
2024
Q4 | $1.28M | Sell |
21,602
-5,743
| -21% | -$340K | 0.24% | 81 |
|
|
2024
Q3 | $1.46M | Sell |
27,345
-2,471
| -8% | -$131K | 0.28% | 66 |
|
|
2024
Q2 | $1.42M | Sell |
29,816
-71
| -0.2% | -$3.37K | 0.29% | 65 |
|
|
2024
Q1 | $1.49M | Buy |
29,887
+3,104
| +12% | +$155K | 0.35% | 59 |
|
|
2023
Q4 | $1.35M | Buy |
26,783
+1,417
| +6% | +$71.6K | 0.35% | 58 |
|
|
2023
Q3 | $1.36M | Sell |
25,366
-1,891
| -7% | -$102K | 0.4% | 52 |
|
|
2023
Q2 | $1.41M | Buy |
27,257
+791
| +3% | +$40.9K | 0.4% | 52 |
|
|
2023
Q1 | $1.38M | Buy |
26,466
+3,269
| +14% | +$171K | 0.43% | 56 |
|
|
2022
Q4 | $1.11M | Sell |
23,197
-181
| -0.8% | -$8.62K | 0.33% | 59 |
|
|
2022
Q3 | $937K | Buy |
23,378
+3,143
| +16% | +$126K | 0.3% | 60 |
|
|
2022
Q2 | $862K | Buy |
20,235
+2,136
| +12% | +$91K | 0.28% | 62 |
|
|
2022
Q1 | $1.01M | Buy |
18,099
+5,999
| +50% | +$334K | 0.29% | 59 |
|
|
2021
Q4 | $766K | Buy |
12,100
+740
| +7% | +$46.8K | 0.22% | 73 |
|
|
2021
Q3 | $618K | Buy |
11,360
+2,763
| +32% | +$150K | 0.19% | 70 |
|
|
2021
Q2 | $455K | Buy |
8,597
+474
| +6% | +$25.1K | 0.15% | 72 |
|
|
2021
Q1 | $420K | Sell |
8,123
-293
| -3% | -$15.2K | 0.15% | 70 |
|
|
2020
Q4 | $376K | Buy |
8,416
+812
| +11% | +$36.3K | 0.15% | 65 |
|
|
2020
Q3 | $299K | Buy |
+7,604
| New | +$299K | 0.13% | 70 |
|