CWP
Cyndeo Wealth Partners’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
2,921
+1,827
| +167% | +$1.92M | 0.18% | 133 |
|
|
2025
Q1 | $1.04M | Sell |
1,094
-7,502
| -87% | -$7.1M | 0.07% | 212 |
|
|
2024
Q4 | $8.81M | Buy |
+8,596
| New | +$8.81M | 0.6% | 47 |
|
|
2024
Q3 | – | Sell |
-6,210
| Closed | -$4.89M | – | 448 |
|
|
2024
Q2 | $4.89M | Buy |
6,210
+115
| +2% | +$90.5K | 0.38% | 76 |
|
|
2024
Q1 | $5.08M | Buy |
6,095
+995
| +20% | +$829K | 0.42% | 77 |
|
|
2023
Q4 | $4.14M | Buy |
5,100
+1,758
| +53% | +$1.43M | 0.38% | 85 |
|
|
2023
Q3 | $2.16M | Sell |
3,342
-350
| -9% | -$226K | 0.23% | 117 |
|
|
2023
Q2 | $2.55M | Sell |
3,692
-230
| -6% | -$159K | 0.27% | 105 |
|
|
2023
Q1 | $2.62M | Sell |
3,922
-520
| -12% | -$348K | 0.28% | 105 |
|
|
2022
Q4 | $3.15M | Buy |
+4,442
| New | +$3.15M | 0.37% | 90 |
|