Cyndeo Wealth Partners’s abrdn Healthcare Investors HQH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$681K	Hold	38,308	–	–	0.04%	280
2025 Q4	$726K	Hold	38,308	–	–	0.04%	278
2025 Q3	$707K	Hold	38,308	–	–	0.04%	272
2025 Q2	$593K	Hold	38,308	–	–	0.04%	286
2025 Q1	$622K	Hold	38,308	–	–	0.04%	270
2024 Q4	$615K	Sell	38,308 -25,586	-40%	-$454K	0.04%	267
2024 Q3	$1.19M	Hold	63,894	–	–	0.08%	199
2024 Q2	$1.12M	Hold	63,894	–	–	0.09%	199
2024 Q1	$1.08M	Hold	63,894	–	–	0.09%	188
2023 Q4	$1.06M	Hold	63,894	–	–	0.1%	181
2023 Q3	$994K	Sell	63,894 -71	-0.1%	-$1.18K	0.1%	171
2023 Q2	$1.09M	Sell	63,965 -28	-0%	-$485	0.11%	162
2023 Q1	$1.13M	Hold	63,993	–	–	0.12%	164
2022 Q4	$1.15M	Buy	+63,993	New	+$1.19M	0.14%	158