Cornerstone Planning Group’s SWK Holdings SWKH Stock Holding History

Cornerstone Planning Group’s Portfolio SWKH Stock Details SWKH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$711	Buy
2025 Q2	–	Sell
2025 Q1	$961	Hold
2024 Q4	$832	Sell
2024 Q3	$5.15K	Buy
2024 Q2	$4.27K	Buy