AWM
Accel Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
1,987
-26
| -1% | -$7.09K | 0.18% | 127 |
|
|
2025
Q1 | $540K | Sell |
2,013
-110
| -5% | -$29.5K | 0.2% | 118 |
|
|
2024
Q4 | $710K | Sell |
2,123
-161
| -7% | -$53.8K | 0.27% | 92 |
|
|
2024
Q3 | $625K | Buy |
2,284
+40
| +2% | +$10.9K | 0.23% | 113 |
|
|
2024
Q2 | $577K | Buy |
2,244
+387
| +21% | +$99.5K | 0.23% | 105 |
|
|
2024
Q1 | $559K | Buy |
1,857
+50
| +3% | +$15.1K | 0.24% | 104 |
|
|
2023
Q4 | $475K | Buy |
1,807
+78
| +5% | +$20.5K | 0.24% | 102 |
|
|
2023
Q3 | $351K | Sell |
1,729
-20
| -1% | -$4.06K | 0.2% | 114 |
|
|
2023
Q2 | $369K | Sell |
1,749
-16
| -0.9% | -$3.38K | 0.2% | 111 |
|
|
2023
Q1 | $353K | Sell |
1,765
-100
| -5% | -$20K | 0.14% | 152 |
|
|
2022
Q4 | $247K | Sell |
1,865
-100
| -5% | -$13.3K | 0.12% | 141 |
|
|
2022
Q3 | $306K | Sell |
1,965
-250
| -11% | -$38.9K | 0.16% | 121 |
|
|
2022
Q2 | $371K | Sell |
2,215
-71
| -3% | -$11.9K | 0.21% | 97 |
|
|
2022
Q1 | $485K | Hold |
2,286
| – | – | 0.25% | 83 |
|
|
2021
Q4 | $581K | Buy |
2,286
+271
| +13% | +$68.9K | 0.28% | 73 |
|
|
2021
Q3 | $547K | Buy |
2,015
+7
| +0.3% | +$1.9K | 0.35% | 65 |
|
|
2021
Q2 | $490K | Hold |
2,008
| – | – | 0.32% | 71 |
|
|
2021
Q1 | $425K | Sell |
2,008
-16
| -0.8% | -$3.39K | 0.34% | 62 |
|
|
2020
Q4 | $450K | Buy |
+2,024
| New | +$450K | 0.42% | 50 |
|