Number of Shares
122,000.00
Current Holdings Value*
$7.53 Mil
% of Portfolio
2.67%
Total Estimate Gain
$2.80 Mil
% of Total Estimate Gain
43.02%

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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