LGWM
Litman Gregory Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,722
| Closed | -$254K | – | 121 |
|
|
2023
Q3 | $254K | Buy |
+4,722
| New | +$254K | 0.03% | 111 |
|
|
2023
Q2 | – | Sell |
-8,786
| Closed | -$459K | – | 87 |
|
|
2023
Q1 | $459K | Buy |
+8,786
| New | +$459K | 0.17% | 20 |
|
|
2021
Q2 | – | Sell |
-78
| Closed | -$4K | – | 93 |
|
|
2021
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 170 |
|
|
2020
Q4 | $3K | Sell |
78
-105
| -57% | -$4.04K | ﹤0.01% | 176 |
|
|
2020
Q3 | $7K | Buy |
183
+105
| +135% | +$4.02K | ﹤0.01% | 158 |
|
|
2020
Q2 | $4K | Hold |
78
| – | – | ﹤0.01% | 150 |
|
|
2020
Q1 | $3K | Hold |
78
| – | – | ﹤0.01% | 144 |
|
|
2019
Q4 | $4K | Sell |
78
-1,418
| -95% | -$72.7K | ﹤0.01% | 179 |
|
|
2019
Q3 | $74K | Sell |
1,496
-1,418
| -49% | -$70.1K | 0.02% | 69 |
|
|
2019
Q2 | $159K | Buy |
+2,914
| New | +$159K | 0.04% | 51 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$22K | – | 137 |
|
|
2018
Q4 | $22K | Buy |
+500
| New | +$22K | 0.01% | 92 |
|
|
2018
Q2 | – | Sell |
-1,800
| Closed | -$77K | – | 113 |
|
|
2018
Q1 | $77K | Buy |
+1,800
| New | +$77K | 0.03% | 66 |
|