Cornerstone Wealth Group, LLC Focus Financial Partners Inc. Transaction History

Cornerstone Wealth Group, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 02, 2023	SELL	$51.84 - $52.53 $266,976 - $270,529	-5,150 Reduced 12.29%	36,750 $1.93 Million
Q4 2022 Jan 25, 2023	SELL	$30.65 - $39.97 $669,702 - $873,344	-21,850 Reduced 34.27%	41,900 $0
Q3 2022 Oct 19, 2022	BUY	$31.51 - $44.25 $157,550 - $221,250	5,000 Added 8.51%	63,750 $2.01 Million
Q2 2022 Jul 20, 2022	SELL	$31.44 - $46.02 $982,500 - $1.44 Million	-31,250 Reduced 34.72%	58,750 $2 Million
Q4 2021 Jan 25, 2022	BUY	$52.65 - $68.21 $687,082 - $890,140	13,050 Added 16.96%	90,000 $5.38 Million
Q3 2021 Oct 29, 2021	BUY	$48.09 - $53.55 $1.47 Million - $1.63 Million	30,500 Added 65.66%	76,950 $4.03 Million
Q2 2021 Jul 21, 2021	SELL	$42.34 - $54.45 $762,120 - $980,100	-18,000 Reduced 27.93%	46,450 $2.23 Million
Q1 2021 Apr 26, 2021	BUY	$41.36 - $54.7 $616,264 - $815,030	14,900 Added 30.07%	64,450 $2.85 Million
Q4 2020 Jan 28, 2021	SELL	$32.93 - $46.17 $503,829 - $706,401	-15,300 Reduced 23.59%	49,550 $2.16 Million
Q3 2020 Oct 27, 2020	BUY	$30.42 - $39.94 $699,660 - $918,620	23,000 Added 54.96%	64,850 $2.13 Million
Q2 2020 Jul 27, 2020	BUY	$18.66 - $33.05 $780,921 - $1.38 Million	41,850 New	41,850 $1.38 Million

78.5K

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

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