LOPW
Live Oak Private Wealth’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
144,556
+2,031
| +1% | +$141K | 1.5% | 21 |
|
|
2025
Q1 | $8.8M | Buy |
142,525
+725
| +0.5% | +$44.7K | 1.43% | 23 |
|
|
2024
Q4 | $8.39M | Sell |
141,800
-967
| -0.7% | -$57.2K | 1.41% | 25 |
|
|
2024
Q3 | $7.6M | Sell |
142,767
-3,106
| -2% | -$165K | 1.23% | 29 |
|
|
2024
Q2 | $6.93M | Buy |
145,873
+432
| +0.3% | +$20.5K | 1.19% | 30 |
|
|
2024
Q1 | $7.26M | Sell |
145,441
-1,353
| -0.9% | -$67.5K | 1.26% | 27 |
|
|
2023
Q4 | $7.42M | Buy |
146,794
+911
| +0.6% | +$46K | 1.39% | 28 |
|
|
2023
Q3 | $7.84M | Sell |
145,883
-879
| -0.6% | -$47.3K | 1.67% | 19 |
|
|
2023
Q2 | $7.59M | Buy |
146,762
+1,542
| +1% | +$79.8K | 1.51% | 25 |
|
|
2023
Q1 | $7.59M | Buy |
145,220
+296
| +0.2% | +$15.5K | 1.57% | 21 |
|
|
2022
Q4 | $6.9M | Buy |
144,924
+722
| +0.5% | +$34.4K | 1.43% | 27 |
|
|
2022
Q3 | $5.77M | Buy |
144,202
+1,660
| +1% | +$66.4K | 1.29% | 31 |
|
|
2022
Q2 | $6.08M | Buy |
142,542
+6,604
| +5% | +$282K | 1.28% | 26 |
|
|
2022
Q1 | $7.58M | Buy |
135,938
+8,381
| +7% | +$467K | 1.47% | 18 |
|
|
2021
Q4 | $8.08M | Sell |
127,557
-20,329
| -14% | -$1.29M | 1.51% | 17 |
|
|
2021
Q3 | $8.05M | Buy |
147,886
+6,135
| +4% | +$334K | 1.63% | 14 |
|
|
2021
Q2 | $7.51M | Buy |
141,751
+7,252
| +5% | +$384K | 1.66% | 15 |
|
|
2021
Q1 | $6.96M | Buy |
134,499
+9,018
| +7% | +$466K | 1.71% | 15 |
|
|
2020
Q4 | $5.62M | Buy |
125,481
+8,287
| +7% | +$371K | 1.57% | 23 |
|
|
2020
Q3 | $4.62M | Buy |
117,194
+5,478
| +5% | +$216K | 1.59% | 27 |
|
|
2020
Q2 | $5.21M | Buy |
111,716
+93,350
| +508% | +$4.35M | 1.89% | 13 |
|
|
2020
Q1 | $722K | Buy |
18,366
+10,358
| +129% | +$407K | 0.74% | 32 |
|
|
2019
Q4 | $384K | Buy |
+8,008
| New | +$384K | 0.37% | 50 |
|