AWMT
AAFMAA Wealth Management & Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
5,167
-2,093
| -29% | -$571K | 0.58% | 50 |
|
|
2025
Q1 | $1.95M | Buy |
7,260
+597
| +9% | +$160K | 0.88% | 31 |
|
|
2024
Q4 | $2.23M | Sell |
6,663
-1,456
| -18% | -$487K | 0.98% | 29 |
|
|
2024
Q3 | $2.22M | Buy |
8,119
+186
| +2% | +$50.9K | 0.98% | 29 |
|
|
2024
Q2 | $2.04M | Buy |
7,933
+1,301
| +20% | +$334K | 1% | 31 |
|
|
2024
Q1 | $2M | Sell |
6,632
-20,082
| -75% | -$6.05M | 1.09% | 30 |
|
|
2023
Q4 | $7.03M | Buy |
26,714
+390
| +1% | +$103K | 3.99% | 4 |
|
|
2023
Q3 | $5.34M | Buy |
26,324
+370
| +1% | +$75K | 4.96% | 3 |
|
|
2023
Q2 | $5.48M | Sell |
25,954
-1,708
| -6% | -$361K | 4.53% | 5 |
|
|
2023
Q1 | $5.53M | Buy |
27,662
+896
| +3% | +$179K | 4.43% | 5 |
|
|
2022
Q4 | $3.55M | Sell |
26,766
-1,384
| -5% | -$184K | 3.2% | 7 |
|
|
2022
Q3 | $4.05M | Sell |
28,150
-746
| -3% | -$107K | 2.98% | 11 |
|
|
2022
Q2 | $4.77M | Buy |
28,896
+792
| +3% | +$131K | 3.22% | 9 |
|
|
2022
Q1 | $5.97M | Buy |
28,104
+5,361
| +24% | +$1.14M | 2.75% | 10 |
|
|
2021
Q4 | $5.78M | Buy |
22,743
+8,305
| +58% | +$2.11M | 2.52% | 14 |
|
|
2021
Q3 | $3.92M | Sell |
14,438
-15,587
| -52% | -$4.23M | 1.86% | 20 |
|
|
2021
Q2 | $7.33M | Sell |
30,025
-5,927
| -16% | -$1.45M | 3.37% | 10 |
|
|
2021
Q1 | $7.62M | Buy |
35,952
+10,298
| +40% | +$2.18M | 3.66% | 7 |
|
|
2020
Q4 | $5.71M | Buy |
+25,654
| New | +$5.71M | 2.76% | 9 |
|