CWP
Cyndeo Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
29,784
+1,271
| +4% | +$451K | 0.63% | 39 |
|
|
2025
Q1 | $9.99M | Sell |
28,513
-1,158
| -4% | -$406K | 0.66% | 40 |
|
|
2024
Q4 | $9.38M | Buy |
29,671
+316
| +1% | +$99.9K | 0.63% | 39 |
|
|
2024
Q3 | $8.07M | Buy |
29,355
+420
| +1% | +$115K | 0.56% | 49 |
|
|
2024
Q2 | $7.59M | Buy |
28,935
+1,963
| +7% | +$515K | 0.59% | 41 |
|
|
2024
Q1 | $7.53M | Sell |
26,972
-1,952
| -7% | -$545K | 0.63% | 41 |
|
|
2023
Q4 | $7.53M | Sell |
28,924
-2,694
| -9% | -$701K | 0.7% | 32 |
|
|
2023
Q3 | $7.27M | Buy |
31,618
+2,166
| +7% | +$498K | 0.76% | 32 |
|
|
2023
Q2 | $6.99M | Sell |
29,452
-638
| -2% | -$152K | 0.73% | 39 |
|
|
2023
Q1 | $6.78M | Buy |
30,090
+1,588
| +6% | +$358K | 0.73% | 35 |
|
|
2022
Q4 | $5.92M | Buy |
+28,502
| New | +$5.92M | 0.7% | 44 |
|