Cornerstone Planning Group’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$119K Sell
2025
Q2
$247K Sell
2025
Q1
$269K Sell
2024
Q4
$367K Sell
2024
Q3
$372K Sell
2024
Q2
$352K Sell
2024
Q1
$374K Sell
2023
Q4
$341K Sell
2023
Q3
$286K Sell
2023
Q2
$325K Buy
2022
Q4
$202K Buy