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Company Main View
Name:
W.H. Cornerstone Investments Inc.
City:
KINGSTON
State:
MA
Zip:
02364
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$138,753,000
Total Value Change :
$12,609,000
Securities Held Change :
4
All Securities Held :
131
New Positions
:
10
Closed Positions
:
7
Increased Positions
:
68
Unchanged Positions
:
3
Decreased Positions
:
50
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
KO
Coca-Cola Co
74
-
$63.00
$452,000
7,383
0.33%
17,000
0
0
Beverage Soft Drinks...
BRK.B
Berkshire Hathaway B
106
-
$413.99
$280,000
666
0.2%
42,000
0
0
Property & Casualty I...
GOOG
Alphabet Inc
118
-
$178.00
$246,000
1,617
0.18%
18,000
0
0
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1
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Summary:
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