CWP
Cyndeo Wealth Partners’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Buy |
31,048
+2,874
| +10% | +$430K | 0.28% | 99 |
|
|
2025
Q1 | $3.94M | Buy |
28,174
+342
| +1% | +$47.8K | 0.26% | 104 |
|
|
2024
Q4 | $4.8M | Buy |
27,832
+47
| +0.2% | +$8.1K | 0.32% | 86 |
|
|
2024
Q3 | $4.25M | Buy |
27,785
+8,700
| +46% | +$1.33M | 0.3% | 90 |
|
|
2024
Q2 | $2.36M | Buy |
19,085
+3
| +0% | +$371 | 0.19% | 144 |
|
|
2024
Q1 | $2.51M | Sell |
19,082
-1,471
| -7% | -$193K | 0.21% | 138 |
|
|
2023
Q4 | $2.69M | Sell |
20,553
-336
| -2% | -$44K | 0.25% | 113 |
|
|
2023
Q3 | $2.24M | Buy |
20,889
+1
| +0% | +$107 | 0.23% | 114 |
|
|
2023
Q2 | $1.94M | Buy |
20,888
+10
| +0% | +$930 | 0.2% | 123 |
|
|
2023
Q1 | $1.83M | Buy |
20,878
+373
| +2% | +$32.8K | 0.2% | 135 |
|
|
2022
Q4 | $1.52M | Buy |
+20,505
| New | +$1.52M | 0.18% | 141 |
|