LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
50,964
+450
| +0.9% | +$31.2K | 0.03% | 102 |
|
|
2025
Q1 | $2.81M | Buy |
50,514
+702
| +1% | +$39.1K | 0.03% | 110 |
|
|
2024
Q4 | $2.94M | Sell |
49,812
-560
| -1% | -$33.1K | 0.03% | 117 |
|
|
2024
Q3 | $2.82M | Sell |
50,372
-15,191
| -23% | -$850K | 0.03% | 122 |
|
|
2024
Q2 | $3.11M | Sell |
65,563
-1,924
| -3% | -$91.2K | 0.03% | 99 |
|
|
2024
Q1 | $3.25M | Sell |
67,487
-4,682
| -6% | -$225K | 0.03% | 92 |
|
|
2023
Q4 | $3.62M | Sell |
72,169
-1,843
| -2% | -$92.5K | 0.04% | 91 |
|
|
2023
Q3 | $3.9M | Sell |
74,012
-4,281
| -5% | -$226K | 0.04% | 88 |
|
|
2023
Q2 | $4.05M | Sell |
78,293
-2,733
| -3% | -$141K | 0.04% | 89 |
|
|
2023
Q1 | $4.24M | Buy |
81,026
+1,546
| +2% | +$80.8K | 0.05% | 88 |
|
|
2022
Q4 | $3.79M | Sell |
79,480
-3,689
| -4% | -$176K | 0.05% | 93 |
|
|
2022
Q3 | $3.33M | Sell |
83,169
-13,117
| -14% | -$525K | 0.04% | 93 |
|
|
2022
Q2 | $4.11M | Buy |
96,286
+2,182
| +2% | +$93K | 0.05% | 91 |
|
|
2022
Q1 | $5.25M | Buy |
94,104
+1,635
| +2% | +$91.2K | 0.05% | 87 |
|
|
2021
Q4 | $5.86M | Sell |
92,469
-3,192
| -3% | -$202K | 0.05% | 88 |
|
|
2021
Q3 | $5.21M | Sell |
95,661
-3,657
| -4% | -$199K | 0.05% | 87 |
|
|
2021
Q2 | $5.26M | Sell |
99,318
-1,379
| -1% | -$73.1K | 0.05% | 86 |
|
|
2021
Q1 | $5.21M | Buy |
100,697
+4,425
| +5% | +$229K | 0.06% | 83 |
|
|
2020
Q4 | $4.31M | Buy |
96,272
+3,448
| +4% | +$154K | 0.05% | 90 |
|
|
2020
Q3 | $3.66M | Sell |
92,824
-10,382
| -10% | -$409K | 0.05% | 91 |
|
|
2020
Q2 | $4.81M | Buy |
103,206
+3,676
| +4% | +$171K | 0.07% | 81 |
|
|
2020
Q1 | $3.91M | Sell |
99,530
-7,728
| -7% | -$304K | 0.07% | 81 |
|
|
2019
Q4 | $5.14M | Sell |
107,258
-644
| -0.6% | -$30.9K | 0.07% | 84 |
|
|
2019
Q3 | $5.33M | Buy |
107,902
+36
| +0% | +$1.78K | 0.08% | 83 |
|
|
2019
Q2 | $5.9M | Buy |
107,866
+6,713
| +7% | +$367K | 0.09% | 85 |
|
|
2019
Q1 | $5.46M | Sell |
101,153
-2,002
| -2% | -$108K | 0.08% | 87 |
|
|
2018
Q4 | $4.47M | Buy |
103,155
+2,632
| +3% | +$114K | 0.08% | 90 |
|
|
2018
Q3 | $4.89M | Sell |
100,523
-1,120
| -1% | -$54.5K | 0.08% | 91 |
|
|
2018
Q2 | $4.37M | Sell |
101,643
-15,856
| -13% | -$682K | 0.08% | 92 |
|
|
2018
Q1 | $5.04M | Sell |
117,499
-20
| -0% | -$858 | 0.09% | 91 |
|
|
2017
Q4 | $4.5M | Sell |
117,519
-72
| -0.1% | -$2.76K | 0.08% | 97 |
|
|
2017
Q3 | $3.96M | Sell |
117,591
-6,273
| -5% | -$211K | 0.08% | 99 |
|
|
2017
Q2 | $3.9M | Sell |
123,864
-6,065
| -5% | -$191K | 0.08% | 97 |
|
|
2017
Q1 | $4.39M | Buy |
129,929
+395
| +0.3% | +$13.4K | 0.09% | 95 |
|
|
2016
Q4 | $3.92M | Buy |
129,534
+300
| +0.2% | +$9.07K | 0.09% | 98 |
|
|
2016
Q3 | $4.1M | Buy |
129,234
+1,749
| +1% | +$55.5K | 0.09% | 96 |
|
|
2016
Q2 | $3.66M | Sell |
127,485
-494
| -0.4% | -$14.2K | 0.08% | 101 |
|
|
2016
Q1 | $3.64M | Sell |
127,979
-476
| -0.4% | -$13.6K | 0.09% | 98 |
|
|
2015
Q4 | $3.49M | Sell |
128,455
-8,205
| -6% | -$223K | 0.09% | 105 |
|
|
2015
Q3 | $3.75M | Hold |
136,660
| – | – | 0.1% | 98 |
|
|
2015
Q2 | $3.75M | Sell |
136,660
-2,951
| -2% | -$81K | 0.1% | 98 |
|
|
2015
Q1 | $3.84M | Sell |
139,611
-12,308
| -8% | -$339K | 0.1% | 97 |
|
|
2014
Q4 | $4.23M | Sell |
151,919
-9,339
| -6% | -$260K | 0.11% | 94 |
|
|
2014
Q3 | $4.06M | Sell |
161,258
-11,931
| -7% | -$300K | 0.11% | 93 |
|
|
2014
Q2 | $4.3M | Sell |
173,189
-26,211
| -13% | -$651K | 0.12% | 89 |
|
|
2014
Q1 | $4.47M | Sell |
199,400
-14,436
| -7% | -$324K | 0.12% | 93 |
|
|
2013
Q4 | $4.8M | Sell |
213,836
-54,670
| -20% | -$1.23M | 0.13% | 93 |
|
|
2013
Q3 | $6.29M | Sell |
268,506
-15,989
| -6% | -$375K | 0.19% | 82 |
|
|
2013
Q2 | $6.92M | Buy |
+284,495
| New | +$6.92M | 0.22% | 85 |
|