Number of Shares
41,077.00
Current Holdings Value*
$2.37 Mil
% of Portfolio
0.5%
Total Estimate Gain
$-855,646.63
% of Total Estimate Gain
-2.05%

Disciplined U.S. Equity Portfolio's Cisco Systems Inc Holding Summary

As of 2025-04-30, Disciplined U.S. Equity Portfolio held 41,077.00 shares of Cisco Systems Inc(CSCO), totaling $2.37 Mil. This investment constitutes 0.5% of their stock portfolio, and Disciplined U.S. Equity Portfolio now holds 0% of the outstanding Cisco Systems Inc(CSCO) stock.

The initial trade took place in 2019Q4. And since then Disciplined U.S. Equity Portfolio has made 1 purchases of CSCO, at an average price of $48.85, for a total of 855,187.00 shares. In addition, there have been 5 sales at an average price of $46.83 for 814,110.00 shares. Based on historical transaction data and CSCO's current price of $68.05, Disciplined U.S. Equity Portfolio's estimated gain on his CSCO holdings is $-855,646.63, reflecting a -2.05% gain to date.

Disciplined U.S. Equity Portfolio CSCO ($68.05) Holding Chart

Disciplined U.S. Equity Portfolio 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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