CWM
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Cornerstone Wealth Management’s Zillow Z Stock Holding History

Cornerstone Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$234K Hold
3,336
– – 0.01% 581
2025
Q1 		$229K Hold
3,336
– – 0.02% 546
2024
Q4 		$247K Hold
3,336
– – 0.02% 511
2024
Q3 		$213K Buy
+3,336
New +$213K 0.02% 534