WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CSCO Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Cisco Systems Inc Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 122,000.00 shares of Cisco Systems Inc(CSCO), totaling $7.53 Mil. This investment constitutes 2.67% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Cisco Systems Inc(CSCO) stock.
The initial trade took place in 2019Q4. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 13 purchases of CSCO, at an average price of $47.02, for a total of 138,217.00 shares. In addition, there have been 8 sales at an average price of $51.26 for 16,217.00 shares. Based on historical transaction data and CSCO's current price of $69.37, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his CSCO holdings is $2.80 Mil, reflecting a 43.02% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CSCO ($69.37) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CSCO ($69.37) 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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