LWM
Lyell Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
15,467
-510
| -3% | -$35.4K | 0.08% | 120 |
|
|
2025
Q1 | $986K | Sell |
15,977
-300
| -2% | -$18.5K | 0.09% | 120 |
|
|
2024
Q4 | $964K | Hold |
16,277
| – | – | 0.09% | 119 |
|
|
2024
Q3 | $866K | Sell |
16,277
-375
| -2% | -$20K | 0.08% | 124 |
|
|
2024
Q2 | $791K | Sell |
16,652
-6,725
| -29% | -$320K | 0.08% | 118 |
|
|
2024
Q1 | $1.17M | Sell |
23,377
-2,083
| -8% | -$104K | 0.12% | 106 |
|
|
2023
Q4 | $1.29M | Buy |
25,460
+1,064
| +4% | +$53.8K | 0.15% | 103 |
|
|
2023
Q3 | $1.31M | Sell |
24,396
-187
| -0.8% | -$10.1K | 0.18% | 97 |
|
|
2023
Q2 | $1.27M | Sell |
24,583
-4,357
| -15% | -$225K | 0.16% | 97 |
|
|
2023
Q1 | $1.51M | Sell |
28,940
-887
| -3% | -$46.4K | 0.21% | 95 |
|
|
2022
Q4 | $1.42M | Buy |
29,827
+410
| +1% | +$19.5K | 0.22% | 92 |
|
|
2022
Q3 | $1.18M | Sell |
29,417
-1,488
| -5% | -$59.5K | 0.2% | 95 |
|
|
2022
Q2 | $1.32M | Sell |
30,905
-2,663
| -8% | -$114K | 0.21% | 95 |
|
|
2022
Q1 | $1.87M | Buy |
33,568
+2,262
| +7% | +$126K | 0.24% | 90 |
|
|
2021
Q4 | $1.98M | Sell |
31,306
-368
| -1% | -$23.3K | 0.23% | 84 |
|
|
2021
Q3 | $1.72M | Sell |
31,674
-420
| -1% | -$22.9K | 0.21% | 87 |
|
|
2021
Q2 | $1.7M | Buy |
32,094
+389
| +1% | +$20.6K | 0.21% | 85 |
|
|
2021
Q1 | $1.64M | Sell |
31,705
-13,029
| -29% | -$674K | 0.24% | 80 |
|
|
2020
Q4 | $2M | Sell |
44,734
-29,049
| -39% | -$1.3M | 0.32% | 73 |
|
|
2020
Q3 | $2.91M | Sell |
73,783
-1,870
| -2% | -$73.7K | 0.54% | 62 |
|
|
2020
Q2 | $3.53M | Buy |
75,653
+4,819
| +7% | +$225K | 0.77% | 53 |
|
|
2020
Q1 | $2.78M | Sell |
70,834
-3,824
| -5% | -$150K | 0.83% | 49 |
|
|
2019
Q4 | $3.58M | Buy |
74,658
+2,963
| +4% | +$142K | 0.96% | 47 |
|
|
2019
Q3 | $3.54M | Buy |
71,695
+767
| +1% | +$37.9K | 1.06% | 43 |
|
|
2019
Q2 | $3.88M | Buy |
70,928
+825
| +1% | +$45.2K | 1.17% | 38 |
|
|
2019
Q1 | $3.79M | Buy |
70,103
+6,122
| +10% | +$331K | 1.26% | 32 |
|
|
2018
Q4 | $2.77M | Buy |
63,981
+790
| +1% | +$34.2K | 1.16% | 38 |
|
|
2018
Q3 | $3.07M | Buy |
63,191
+5,025
| +9% | +$244K | 1.04% | 46 |
|
|
2018
Q2 | $2.5M | Buy |
58,166
+2,350
| +4% | +$101K | 0.91% | 46 |
|
|
2018
Q1 | $2.39M | Buy |
55,816
+3,311
| +6% | +$142K | 0.89% | 48 |
|
|
2017
Q4 | $2.01M | Sell |
52,505
-1,520
| -3% | -$58.2K | 0.8% | 53 |
|
|
2017
Q3 | $1.82M | Sell |
54,025
-6,562
| -11% | -$221K | 0.78% | 52 |
|
|
2017
Q2 | $1.9M | Sell |
60,587
-1,595
| -3% | -$49.9K | 0.92% | 47 |
|
|
2017
Q1 | $2.1M | Buy |
62,182
+3,831
| +7% | +$130K | 1.14% | 41 |
|
|
2016
Q4 | $1.76M | Buy |
+58,351
| New | +$1.76M | 1.1% | 45 |
|