Number of Shares
54,442.00
Current Holdings Value*
$3.36 Mil
% of Portfolio
2.31%
Total Estimate Gain
$943,287.84
% of Total Estimate Gain
32.95%

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

As of 2025-03-31, ALLEN WEALTH MANAGEMENT, LLC held 54,442.00 shares of Cisco Systems Inc(CSCO), totaling $3.36 Mil. This investment constitutes 2.31% of their stock portfolio, and ALLEN WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Cisco Systems Inc(CSCO) stock.

The initial trade took place in 2023Q4. And since then ALLEN WEALTH MANAGEMENT, LLC has made 3 purchases of CSCO, at an average price of $50.93, for a total of 56,201.00 shares. In addition, there have been 2 sales at an average price of $57.39 for 1,759.00 shares. Based on historical transaction data and CSCO's current price of $68.05, ALLEN WEALTH MANAGEMENT, LLC's estimated gain on his CSCO holdings is $943,287.84, reflecting a 32.95% gain to date.

ALLEN WEALTH MANAGEMENT, LLC CSCO ($68.05) Holding Chart

ALLEN WEALTH MANAGEMENT, LLC CSCO ($68.05) 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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