CWP
Cyndeo Wealth Partners’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
96,049
+171
| +0.2% | +$24.1K | 0.8% | 32 |
|
|
2025
Q1 | $11.2M | Buy |
95,878
+5,712
| +6% | +$666K | 0.73% | 33 |
|
|
2024
Q4 | $11.3M | Buy |
90,166
+303
| +0.3% | +$38.1K | 0.77% | 31 |
|
|
2024
Q3 | $9.37M | Buy |
89,863
+38,720
| +76% | +$4.04M | 0.65% | 37 |
|
|
2024
Q2 | $4.97M | Buy |
51,143
+10,378
| +25% | +$1.01M | 0.39% | 75 |
|
|
2024
Q1 | $3.84M | Buy |
40,765
+15,311
| +60% | +$1.44M | 0.32% | 96 |
|
|
2023
Q4 | $2.37M | Buy |
25,454
+7,037
| +38% | +$656K | 0.22% | 125 |
|
|
2023
Q3 | $1.5M | Sell |
18,417
-4,426
| -19% | -$361K | 0.16% | 146 |
|
|
2023
Q2 | $1.95M | Buy |
22,843
+2,606
| +13% | +$223K | 0.2% | 122 |
|
|
2023
Q1 | $1.78M | Sell |
20,237
-9,663
| -32% | -$848K | 0.19% | 136 |
|
|
2022
Q4 | $2.54M | Buy |
+29,900
| New | +$2.54M | 0.3% | 111 |
|