Cyndeo Wealth Partners’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-636	Closed	-$214K	–	469
2024 Q4	$214K	Hold	636	–	–	0.01%	423
2024 Q3	$203K	Buy	+636	New	+$203K	0.01%	431