Cyndeo Wealth Partners’s Digital Realty Trust DLR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$963K	Buy	5,345 +139	+3%	+$23.8K	0.05%	241
2025 Q4	$805K	Sell	5,206 -223	-4%	-$36.6K	0.04%	263
2025 Q3	$939K	Sell	5,429 -24	-0.4%	-$4.1K	0.05%	242
2025 Q2	$951K	Buy	5,453 +100	+2%	+$16.4K	0.06%	233
2025 Q1	$767K	Sell	5,353 -41,846	-89%	-$6.81M	0.05%	247
2024 Q4	$8.37M	Buy	47,199 +760	+2%	+$135K	0.57%	54
2024 Q3	$7.52M	Buy	46,439 +4,824	+12%	+$740K	0.52%	56
2024 Q2	$6.33M	Buy	41,615 +4,509	+12%	+$647K	0.5%	58
2024 Q1	$5.34M	Sell	37,106 -3,395	-8%	-$480K	0.44%	72
2023 Q4	$5.45M	Buy	40,501 +2,659	+7%	+$343K	0.5%	56
2023 Q3	$4.58M	Buy	37,842 +2,069	+6%	+$254K	0.48%	63
2023 Q2	$4.07M	Buy	+35,773	New	+$3.54M	0.43%	73