CPG
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Cornerstone Planning Group’s TransUnion TRU Stock Holding History

Cornerstone Planning Group’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.8K Sell
250
-40
-14% -$3.64K ﹤0.01% 391
2025
Q1 		$22.4K Buy
290
+96
+49% +$7.42K 0.01% 390
2024
Q4 		$19K Buy
194
+62
+47% +$6.07K ﹤0.01% 316
2024
Q3 		$13.5K Buy
+132
New +$13.5K ﹤0.01% 366