9WM
9258 Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.89M | Sell |
6,890
-406
| -6% | -$111K | 0.28% | 72 |
|
|
2024
Q2 | $1.88M | Buy |
7,296
+83
| +1% | +$21.3K | 0.29% | 68 |
|
|
2024
Q1 | $2.17M | Buy |
7,213
+730
| +11% | +$220K | 0.34% | 58 |
|
|
2023
Q4 | $1.71M | Buy |
6,483
+1,253
| +24% | +$330K | 0.3% | 67 |
|
|
2023
Q3 | $1.06M | Buy |
5,230
+222
| +4% | +$45K | 0.21% | 93 |
|
|
2023
Q2 | $1.06M | Buy |
5,008
+339
| +7% | +$71.6K | 0.2% | 94 |
|
|
2023
Q1 | $933K | Sell |
4,669
-163
| -3% | -$32.6K | 0.19% | 100 |
|
|
2022
Q4 | $641K | Sell |
4,832
-102
| -2% | -$13.5K | 0.14% | 141 |
|
|
2022
Q3 | $710K | Sell |
4,934
-588
| -11% | -$84.6K | 0.18% | 118 |
|
|
2022
Q2 | $911K | Buy |
5,522
+1,006
| +22% | +$166K | 0.23% | 102 |
|
|
2022
Q1 | $959K | Buy |
4,516
+129
| +3% | +$27.4K | 0.22% | 107 |
|
|
2021
Q4 | $1.12M | Buy |
4,387
+764
| +21% | +$194K | 0.26% | 84 |
|
|
2021
Q3 | $983K | Buy |
3,623
+912
| +34% | +$247K | 0.26% | 86 |
|
|
2021
Q2 | $662K | Sell |
2,711
-221
| -8% | -$54K | 0.18% | 140 |
|
|
2021
Q1 | $621K | Sell |
2,932
-292
| -9% | -$61.8K | 0.19% | 134 |
|
|
2020
Q4 | $717K | Buy |
3,224
+509
| +19% | +$113K | 0.23% | 107 |
|
|
2020
Q3 | $631K | Sell |
2,715
-923
| -25% | -$215K | 0.24% | 104 |
|
|
2020
Q2 | $682K | Buy |
3,638
+219
| +6% | +$41.1K | 0.28% | 99 |
|
|
2020
Q1 | $539K | Buy |
3,419
+522
| +18% | +$82.3K | 0.24% | 122 |
|
|
2019
Q4 | $471K | Buy |
2,897
+814
| +39% | +$132K | 0.17% | 150 |
|
|
2019
Q3 | $309K | Buy |
2,083
+52
| +3% | +$7.71K | 0.24% | 128 |
|
|
2019
Q2 | $308K | Buy |
2,031
+649
| +47% | +$98.4K | 0.25% | 125 |
|
|
2019
Q1 | $219K | Buy |
+1,382
| New | +$219K | 0.19% | 147 |
|