CWP
Cyndeo Wealth Partners’s Seagate STX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
10,644
-17
| -0.2% | -$2.45K | 0.09% | 187 |
|
|
2025
Q1 | $906K | Sell |
10,661
-1,297
| -11% | -$110K | 0.06% | 229 |
|
|
2024
Q4 | $1.03M | Sell |
11,958
-227
| -2% | -$19.6K | 0.07% | 213 |
|
|
2024
Q3 | $1.33M | Sell |
12,185
-58,944
| -83% | -$6.46M | 0.09% | 189 |
|
|
2024
Q2 | $7.35M | Buy |
71,129
+4,309
| +6% | +$445K | 0.58% | 43 |
|
|
2024
Q1 | $6.22M | Buy |
66,820
+2,150
| +3% | +$200K | 0.52% | 55 |
|
|
2023
Q4 | $5.52M | Buy |
64,670
+55,810
| +630% | +$4.76M | 0.51% | 55 |
|
|
2023
Q3 | $584K | Hold |
8,860
| – | – | 0.06% | 213 |
|
|
2023
Q2 | $548K | Sell |
8,860
-117
| -1% | -$7.24K | 0.06% | 211 |
|
|
2023
Q1 | $594K | Hold |
8,977
| – | – | 0.06% | 204 |
|
|
2022
Q4 | $472K | Buy |
+8,977
| New | +$472K | 0.06% | 223 |
|