LSWM
Lorne Steinberg Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.86M | Sell |
113,293
-675
| -0.6% | -$46.8K | 2.05% | 19 |
|
|
2025
Q1 | $7.03M | Sell |
113,968
-774
| -0.7% | -$47.8K | 2.05% | 19 |
|
|
2024
Q4 | $6.79M | Sell |
114,742
-240
| -0.2% | -$14.2K | 1.97% | 21 |
|
|
2024
Q3 | $6.12M | Buy |
114,982
+1,375
| +1% | +$73.2K | 1.77% | 28 |
|
|
2024
Q2 | $5.4M | Buy |
113,607
+725
| +0.6% | +$34.4K | 1.74% | 30 |
|
|
2024
Q1 | $5.63M | Sell |
112,882
-470
| -0.4% | -$23.5K | 1.76% | 28 |
|
|
2023
Q4 | $5.73M | Buy |
113,352
+629
| +0.6% | +$31.8K | 1.92% | 24 |
|
|
2023
Q3 | $6.06M | Sell |
112,723
-2,554
| -2% | -$137K | 2.33% | 12 |
|
|
2023
Q2 | $5.96M | Sell |
115,277
-922
| -0.8% | -$47.7K | 2.25% | 14 |
|
|
2023
Q1 | $6.07M | Sell |
116,199
-1,499
| -1% | -$78.4K | 2.43% | 12 |
|
|
2022
Q4 | $5.61M | Sell |
117,698
-895
| -0.8% | -$42.6K | 2.41% | 13 |
|
|
2022
Q3 | $4.74M | Sell |
118,593
-2,792
| -2% | -$112K | 2.3% | 16 |
|
|
2022
Q2 | $5.18M | Buy |
121,385
+1,900
| +2% | +$81K | 2.44% | 15 |
|
|
2022
Q1 | $6.66M | Sell |
119,485
-998
| -0.8% | -$55.6K | 3.08% | 9 |
|
|
2021
Q4 | $7.64M | Sell |
120,483
-2,029
| -2% | -$129K | 3.28% | 6 |
|
|
2021
Q3 | $6.67M | Sell |
122,512
-1,975
| -2% | -$107K | 3.23% | 6 |
|
|
2021
Q2 | $6.6M | Sell |
124,487
-540
| -0.4% | -$28.6K | 3.24% | 6 |
|
|
2021
Q1 | $6.47M | Sell |
125,027
-1,873
| -1% | -$96.9K | 3.42% | 2 |
|
|
2020
Q4 | $5.7M | Buy |
+126,900
| New | +$5.7M | 3.55% | 4 |
|