Walled Lake Planning & Wealth Management’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.34M | Sell |
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|
2025
Q2 | $5.53M | Sell |
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|
2025
Q1 | $7.53M | Sell |
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|
2024
Q4 | $7.37M | Buy |
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|
2024
Q3 | $6.57M | Buy |
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|
2024
Q2 | $5.8M | Sell |
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|
2024
Q1 | $6.25M | Sell |
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|
2023
Q4 | $6.34M | Buy |
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|
2023
Q3 | $6.7M | Buy |
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|
2023
Q2 | $6.36M | Buy |
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|
2023
Q1 | $6.34M | Buy |
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|
2022
Q4 | $5.34M | Sell |
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|
2022
Q3 | $4.53M | Buy |
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|
2022
Q2 | $4.66M | Sell |
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|
2022
Q1 | $6.31M | Buy |
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|
2021
Q4 | $7.07M | Sell |
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|
2021
Q3 | $6.26M | Buy |
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|
2021
Q2 | $6.04M | Buy |
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|
2021
Q1 | $5.85M | Buy |
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|
2020
Q4 | $5.03M | Sell |
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|
2020
Q3 | $4.43M | Buy |
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|
2020
Q2 | $5.24M | Sell |
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|
2020
Q1 | $4.48M | Buy |
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|
2019
Q4 | $5.42M | Buy |
|