Cornerstone Wealth Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $743K | Buy |
8,205
+241
| +3% | +$21.1K | 0.04% | 362 |
|
|
2025
Q4 | $659K | Buy |
7,964
+1
| +0% | +$85 | 0.03% | 360 |
|
|
2025
Q3 | $649K | Sell |
7,963
-25
| -0.3% | -$1.9K | 0.04% | 355 |
|
|
2025
Q2 | $583K | Buy |
7,988
+118
| +1% | +$8.84K | 0.04% | 362 |
|
|
2025
Q1 | $616K | Buy |
7,870
+133
| +2% | +$9.73K | 0.04% | 328 |
|
|
2024
Q4 | $525K | Buy |
7,737
+850
| +12% | +$57K | 0.04% | 345 |
|
|
2024
Q3 | $463K | Sell |
6,887
-86
| -1% | -$5.58K | 0.03% | 369 |
|
|
2024
Q2 | $423K | Buy |
6,973
+268
| +4% | +$16.2K | 0.03% | 363 |
|
|
2024
Q1 | $411K | Sell |
6,705
-40
| -0.6% | -$2.39K | 0.03% | 363 |
|
|
2023
Q4 | $420K | Sell |
6,745
-2
| -0% | -$119 | 0.04% | 349 |
|
|
2023
Q3 | $382K | Buy |
6,747
+462
| +7% | +$28K | 0.04% | 367 |
|
|
2023
Q2 | $399K | Sell |
6,285
-104
| -2% | -$6.98K | 0.04% | 349 |
|
|
2023
Q1 | $448K | Buy |
+6,389
| New | +$453K | 0.04% | 296 |
|
|
2022
Q3 | $314K | Buy |
5,042
+192
| +4% | +$13.7K | 0.04% | 338 |
|
|
2022
Q2 | $361K | Sell |
4,850
-2
| -0% | -$150 | 0.04% | 324 |
|
|
2022
Q1 | $348K | Sell |
4,852
-1,233
| -20% | -$81.7K | 0.03% | 339 |
|
|
2021
Q4 | $398K | Buy |
6,085
+433
| +8% | +$27.4K | 0.04% | 332 |
|
|
2021
Q3 | $346K | Sell |
5,652
-200
| -3% | -$13.7K | 0.04% | 333 |
|
|
2021
Q2 | $423K | Buy |
5,852
+64
| +1% | +$4.77K | 0.04% | 312 |
|
|
2021
Q1 | $428K | Sell |
5,788
-218
| -4% | -$14.6K | 0.05% | 290 |
|
|
2020
Q4 | $385K | Buy |
6,006
+615
| +11% | +$37.5K | 0.05% | 287 |
|
|
2020
Q3 | $287K | Sell |
5,391
-800
| -13% | -$47.7K | 0.04% | 313 |
|
|
2020
Q2 | $407K | Sell |
6,191
-964
| -13% | -$68.7K | 0.07% | 241 |
|
|
2020
Q1 | $533K | Buy |
7,155
+800
| +13% | +$64.1K | 0.1% | 191 |
|
|
2019
Q4 | $529K | Buy |
6,355
+129
| +2% | +$10.6K | 0.09% | 200 |
|
|
2019
Q3 | $543K | Sell |
6,226
-1
| -0% | -$84 | 0.1% | 195 |
|
|
2019
Q2 | $525K | Hold |
6,227
| – | – | 0.09% | 203 |
|
|
2019
Q1 | $311K | Hold |
6,227
| – | – | 0.04% | 379 |
|
|
2018
Q4 | $461K | Sell |
6,227
-887,284
| -99% | -$67.1M | 0.1% | 206 |
|
|
2018
Q3 | $11.9M | Buy |
893,511
+209,304
| +31% | +$15.5M | 0.15% | 155 |
|
|
2018
Q2 | $9.55M | Buy |
684,207
+673,385
| +6,222% | +$47.5M | 0.11% | 201 |
|
|
2018
Q1 | $775K | Sell |
10,822
-1,394
| -11% | -$95K | 0.15% | 138 |
|
|
2017
Q4 | $875K | Buy |
12,216
+364
| +3% | +$28.2K | 0.16% | 128 |
|
|
2017
Q3 | $892K | Buy |
11,852
+2,318
| +24% | +$172K | 0.18% | 117 |
|
|
2017
Q2 | $654K | Buy |
9,534
+769
| +9% | +$53.7K | 0.15% | 146 |
|
|
2017
Q1 | $599K | Buy |
8,765
+758
| +9% | +$49.3K | 0.15% | 138 |
|
|
2016
Q4 | $515K | Buy |
8,007
+800
| +11% | +$50.3K | 0.17% | 126 |
|
|
2016
Q3 | $443K | Buy |
+7,207
| New | +$482K | 0.16% | 132 |
|
Other funds holding SR
VPM
VCM
