Cornerstone Planning Group’s Utah Medical Products UTMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.27K	Buy	40 +31	+344%	+$1.76K	﹤0.01%	907
2025 Q1	$479	Sell	9 -26	-74%	-$1.38K	﹤0.01%	1319
2024 Q4	$2.25K	Buy	+35	New	+$2.25K	﹤0.01%	770
2024 Q3	–	Sell	-21	Closed	-$1.38K	–	1374
2024 Q2	$1.38K	Buy	+21	New	+$1.38K	﹤0.01%	874