4WM
49 Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-610
| Closed | -$204K | – | 194 |
|
|
2024
Q4 | $204K | Buy |
+610
| New | +$204K | 0.03% | 160 |
|
|
2024
Q3 | – | Sell |
-914
| Closed | -$234K | – | 183 |
|
|
2024
Q2 | $234K | Buy |
914
+85
| +10% | +$21.8K | 0.05% | 131 |
|
|
2024
Q1 | $251K | Buy |
829
+14
| +2% | +$4.23K | 0.05% | 98 |
|
|
2023
Q4 | $214K | Buy |
+815
| New | +$214K | 0.06% | 108 |
|