Number of Shares
33,854.00
Current Holdings Value*
$2.09 Mil
% of Portfolio
1.77%
Total Estimate Gain
$423,709.04
% of Total Estimate Gain
21.26%

1858 WEALTH MANAGEMENT, LLC's Cisco Systems Inc Holding Summary

As of 2025-03-31, 1858 WEALTH MANAGEMENT, LLC held 33,854.00 shares of Cisco Systems Inc(CSCO), totaling $2.09 Mil. This investment constitutes 1.77% of their stock portfolio, and 1858 WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Cisco Systems Inc(CSCO) stock.

The initial trade took place in 2023Q4. And since then 1858 WEALTH MANAGEMENT, LLC has made 2 purchases of CSCO, at an average price of $55.66, for a total of 35,808.00 shares. In addition, there have been 2 sales at an average price of $47.91 for 1,954.00 shares. Based on historical transaction data and CSCO's current price of $68.62, 1858 WEALTH MANAGEMENT, LLC's estimated gain on his CSCO holdings is $423,709.04, reflecting a 21.26% gain to date.

1858 WEALTH MANAGEMENT, LLC CSCO ($68.62) Holding Chart

1858 WEALTH MANAGEMENT, LLC CSCO ($68.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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