CWP
Cyndeo Wealth Partners’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
9,986
+2
| +0% | +$170 | 0.05% | 248 |
|
|
2025
Q1 | $709K | Buy |
9,984
+2,579
| +35% | +$183K | 0.05% | 253 |
|
|
2024
Q4 | $521K | Sell |
7,405
-73
| -1% | -$5.14K | 0.04% | 293 |
|
|
2024
Q3 | $468K | Sell |
7,478
-92,940
| -93% | -$5.82M | 0.03% | 305 |
|
|
2024
Q2 | $6.37M | Buy |
100,418
+4,915
| +5% | +$312K | 0.5% | 56 |
|
|
2024
Q1 | $6.04M | Buy |
95,503
+91,347
| +2,198% | +$5.78M | 0.5% | 58 |
|
|
2023
Q4 | $214K | Buy |
+4,156
| New | +$214K | 0.02% | 352 |
|
|
2023
Q2 | – | Sell |
-4,492
| Closed | -$211K | – | 326 |
|
|
2023
Q1 | $211K | Buy |
+4,492
| New | +$211K | 0.02% | 304 |
|