WLIM
White Lighthouse Investment Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
6,640
+210
| +3% | +$14.6K | 0.07% | 99 |
|
|
2025
Q1 | $397K | Sell |
6,430
-42
| -0.6% | -$2.59K | 0.07% | 96 |
|
|
2024
Q4 | $383K | Buy |
6,472
+72
| +1% | +$4.26K | 0.07% | 102 |
|
|
2024
Q3 | $341K | Hold |
6,400
| – | – | 0.06% | 106 |
|
|
2024
Q2 | $304K | Buy |
6,400
+400
| +7% | +$19K | 0.06% | 106 |
|
|
2024
Q1 | $299K | Sell |
6,000
-400
| -6% | -$20K | 0.06% | 105 |
|
|
2023
Q4 | $323K | Buy |
6,400
+400
| +7% | +$20.2K | 0.07% | 100 |
|
|
2023
Q3 | $323K | Sell |
6,000
-400
| -6% | -$21.5K | 0.08% | 95 |
|
|
2023
Q2 | $331K | Hold |
6,400
| – | – | 0.08% | 95 |
|
|
2023
Q1 | $335K | Hold |
6,400
| – | – | 0.08% | 92 |
|
|
2022
Q4 | $305K | Sell |
6,400
-4
| -0.1% | -$191 | 0.08% | 93 |
|
|
2022
Q3 | $256K | Hold |
6,404
| – | – | 0.07% | 91 |
|
|
2022
Q2 | $273K | Sell |
6,404
-1,996
| -24% | -$85.1K | 0.08% | 93 |
|
|
2022
Q1 | $468K | Hold |
8,400
| – | – | 0.12% | 80 |
|
|
2021
Q4 | $532K | Hold |
8,400
| – | – | 0.13% | 77 |
|
|
2021
Q3 | $457K | Hold |
8,400
| – | – | 0.12% | 80 |
|
|
2021
Q2 | $445K | Sell |
8,400
-147
| -2% | -$7.79K | 0.12% | 82 |
|
|
2021
Q1 | $442K | Buy |
8,547
+147
| +2% | +$7.6K | 0.14% | 79 |
|
|
2020
Q4 | $376K | Hold |
8,400
| – | – | 0.12% | 84 |
|
|
2020
Q3 | $331K | Sell |
8,400
-2,875
| -25% | -$113K | 0.11% | 87 |
|
|
2020
Q2 | $526K | Sell |
11,275
-3,317
| -23% | -$155K | 0.19% | 75 |
|
|
2020
Q1 | $574K | Sell |
14,592
-440
| -3% | -$17.3K | 0.24% | 69 |
|
|
2019
Q4 | $721K | Sell |
15,032
-300
| -2% | -$14.4K | 0.26% | 66 |
|
|
2019
Q3 | $758K | Buy |
15,332
+400
| +3% | +$19.8K | 0.31% | 61 |
|
|
2019
Q2 | $817K | Sell |
14,932
-1,586
| -10% | -$86.8K | 0.34% | 56 |
|
|
2019
Q1 | $892K | Buy |
16,518
+1,707
| +12% | +$92.2K | 0.41% | 52 |
|
|
2018
Q4 | $642K | Buy |
14,811
+350
| +2% | +$15.2K | 0.35% | 64 |
|
|
2018
Q3 | $704K | Sell |
14,461
-250
| -2% | -$12.2K | 0.36% | 62 |
|
|
2018
Q2 | $633K | Sell |
14,711
-700
| -5% | -$30.1K | 0.35% | 62 |
|
|
2018
Q1 | $661K | Hold |
15,411
| – | – | 0.38% | 62 |
|
|
2017
Q4 | $590K | Buy |
+15,411
| New | +$590K | 0.34% | 64 |
|