LWM
Lodestone Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
34,465
-1,026
| -3% | -$71.2K | 1.16% | 28 |
|
|
2025
Q1 | $2.19M | Buy |
35,491
+310
| +0.9% | +$19.1K | 1.17% | 25 |
|
|
2024
Q4 | $2.08M | Buy |
35,181
+1,082
| +3% | +$64.1K | 1.04% | 34 |
|
|
2024
Q3 | $1.81M | Sell |
34,099
-173
| -0.5% | -$9.21K | 0.91% | 38 |
|
|
2024
Q2 | $1.63M | Sell |
34,272
-692
| -2% | -$32.9K | 0.86% | 46 |
|
|
2024
Q1 | $1.75M | Sell |
34,964
-1,657
| -5% | -$82.7K | 0.92% | 43 |
|
|
2023
Q4 | $1.85M | Buy |
36,621
+34
| +0.1% | +$1.72K | 1.07% | 36 |
|
|
2023
Q3 | $1.97M | Buy |
36,587
+205
| +0.6% | +$11K | 1.38% | 22 |
|
|
2023
Q2 | $1.88M | Buy |
36,382
+819
| +2% | +$42.4K | 1.29% | 26 |
|
|
2023
Q1 | $1.86M | Buy |
35,563
+253
| +0.7% | +$13.2K | 1.43% | 20 |
|
|
2022
Q4 | $1.68M | Buy |
+35,310
| New | +$1.68M | 1.36% | 24 |
|