Cornerstone Wealth Management’s LendingTree TREE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
8,988
+300
+3% +$11.1K 0.02% 489
2025
Q1
$437K Sell
8,688
-1,775
-17% -$89.2K 0.03% 394
2024
Q4
$405K Sell
10,463
-135
-1% -$5.23K 0.03% 391
2024
Q3
$615K Sell
10,598
-204
-2% -$11.8K 0.04% 311
2024
Q2
$449K Buy
10,802
+50
+0.5% +$2.08K 0.03% 349
2024
Q1
$455K Buy
10,752
+2,428
+29% +$103K 0.04% 347
2023
Q4
$252K Buy
+8,324
New +$252K 0.02% 448