CWP
Cyndeo Wealth Partners’s Fidelity National Financial FNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
7,759
+4,054
| +109% | +$227K | 0.03% | 323 |
|
|
2025
Q1 | $241K | Sell |
3,705
-117,813
| -97% | -$7.67M | 0.02% | 410 |
|
|
2024
Q4 | $6.82M | Buy |
121,518
+4,624
| +4% | +$260K | 0.46% | 69 |
|
|
2024
Q3 | $7.25M | Buy |
116,894
+8,618
| +8% | +$535K | 0.51% | 59 |
|
|
2024
Q2 | $5.35M | Buy |
108,276
+6,417
| +6% | +$317K | 0.42% | 71 |
|
|
2024
Q1 | $5.41M | Buy |
101,859
+3,909
| +4% | +$208K | 0.45% | 70 |
|
|
2023
Q4 | $5M | Buy |
+97,950
| New | +$5M | 0.46% | 65 |
|