LPWM LLC’s Cisco CSCO Stock Holding History

LPWM LLC’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,275	Closed	-$233K	–	71
2023 Q3	$233K	Hold	4,275	–	–	0.1%	59
2023 Q2	$222K	Hold	4,275	–	–	0.1%	63
2023 Q1	$223K	Hold	4,275	–	–	0.11%	62
2022 Q4	$209K	Buy	+4,275	New	+$195K	0.11%	58
2022 Q2	–	Sell	-4,275	Closed	-$234K	–	63
2022 Q1	$234K	Sell	4,275 -300	-7%	-$17K	0.12%	64
2021 Q4	$290K	Hold	4,575	–	–	0.15%	56
2021 Q3	$252K	Hold	4,575	–	–	0.15%	52
2021 Q2	$246K	Buy	4,575 +100	+2%	+$5.26K	0.15%	53
2021 Q1	$233K	Buy	+4,475	New	+$210K	0.16%	52

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LPWM LLC's CSCO Position: Q4 2023 in Review

LPWM LLC sold out of Cisco (CSCO) in Q4 2023, closing a stake of 4,275 shares — an estimated $233K sold.

LPWM LLC first reported a position in CSCO in Q1 2021 and held it in 9 quarters. The position peaked at $290K in Q4 2021. 3,178 funds tracked by Wall St. Rank hold CSCO as of Q4 2023.

LPWM LLC reported no remaining Cisco position as of Q4 2023 after selling out during the quarter.
LPWM LLC sold 4,275 Cisco shares in Q4 2023, an estimated $233K.
LPWM LLC first reported a position in Cisco in Q1 2021 and held it in 9 quarters.
LPWM LLC's Cisco position peaked at $290K in Q4 2021.
3,178 funds tracked by Wall St. Rank held Cisco as of Q4 2023.

Based on LPWM LLC's 13F filing for Q4 2023, filed 12 Jan 2024.