WLPWM
Walled Lake Planning & Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Sell |
79,685
-42,315
| -35% | -$2.94M | 1.8% | 16 |
|
|
2025
Q1 | $7.53M | Sell |
122,000
-2,552
| -2% | -$157K | 2.67% | 8 |
|
|
2024
Q4 | $7.37M | Buy |
124,552
+1,099
| +0.9% | +$65.1K | 2.74% | 11 |
|
|
2024
Q3 | $6.57M | Buy |
123,453
+1,460
| +1% | +$77.7K | 2.47% | 14 |
|
|
2024
Q2 | $5.8M | Sell |
121,993
-3,274
| -3% | -$156K | 2.37% | 15 |
|
|
2024
Q1 | $6.25M | Sell |
125,267
-153
| -0.1% | -$7.64K | 2.57% | 16 |
|
|
2023
Q4 | $6.34M | Buy |
125,420
+777
| +0.6% | +$39.3K | 2.95% | 15 |
|
|
2023
Q3 | $6.7M | Buy |
124,643
+1,713
| +1% | +$92.1K | 3.36% | 6 |
|
|
2023
Q2 | $6.36M | Buy |
122,930
+1,731
| +1% | +$89.6K | 3.09% | 11 |
|
|
2023
Q1 | $6.34M | Buy |
121,199
+9,051
| +8% | +$473K | 3.32% | 8 |
|
|
2022
Q4 | $5.34M | Sell |
112,148
-1,098
| -1% | -$52.3K | 3.64% | 10 |
|
|
2022
Q3 | $4.53M | Buy |
113,246
+3,962
| +4% | +$158K | 3.17% | 9 |
|
|
2022
Q2 | $4.66M | Sell |
109,284
-3,827
| -3% | -$163K | 3.21% | 10 |
|
|
2022
Q1 | $6.31M | Buy |
113,111
+1,490
| +1% | +$83.1K | 3.75% | 6 |
|
|
2021
Q4 | $7.07M | Sell |
111,621
-3,372
| -3% | -$214K | 4.1% | 4 |
|
|
2021
Q3 | $6.26M | Buy |
114,993
+1,078
| +0.9% | +$58.7K | 3.86% | 4 |
|
|
2021
Q2 | $6.04M | Buy |
113,915
+708
| +0.6% | +$37.5K | 3.93% | 6 |
|
|
2021
Q1 | $5.85M | Buy |
113,207
+897
| +0.8% | +$46.4K | 4.06% | 4 |
|
|
2020
Q4 | $5.03M | Sell |
112,310
-196
| -0.2% | -$8.77K | 3.82% | 6 |
|
|
2020
Q3 | $4.43M | Buy |
112,506
+222
| +0.2% | +$8.75K | 3.59% | 10 |
|
|
2020
Q2 | $5.24M | Sell |
112,284
-1,745
| -2% | -$81.4K | 4.38% | 4 |
|
|
2020
Q1 | $4.48M | Buy |
114,029
+927
| +0.8% | +$36.4K | 4.1% | 7 |
|
|
2019
Q4 | $5.42M | Buy |
+113,102
| New | +$5.42M | 3.91% | 5 |
|