AWM
Accurate Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
5,549
+873
| +19% | +$231K | 0.22% | 114 |
|
|
2025
Q1 | $1.19M | Buy |
4,676
+336
| +8% | +$85.8K | 0.23% | 105 |
|
|
2024
Q4 | $1.38M | Buy |
4,340
+1,217
| +39% | +$387K | 0.27% | 95 |
|
|
2024
Q3 | $901K | Buy |
3,123
+881
| +39% | +$254K | 0.18% | 124 |
|
|
2024
Q2 | $567K | Buy |
2,242
+835
| +59% | +$211K | 0.14% | 150 |
|
|
2024
Q1 | $380K | Sell |
1,407
-86
| -6% | -$23.2K | 0.11% | 178 |
|
|
2023
Q4 | $405K | Sell |
1,493
-108
| -7% | -$29.3K | 0.13% | 162 |
|
|
2023
Q3 | $336K | Sell |
1,601
-3
| -0.2% | -$629 | 0.11% | 179 |
|
|
2023
Q2 | $368K | Buy |
1,604
+314
| +24% | +$72K | 0.11% | 178 |
|
|
2023
Q1 | $247K | Sell |
1,290
-2,150
| -63% | -$412K | 0.09% | 211 |
|
|
2022
Q4 | $507K | Buy |
3,440
+717
| +26% | +$106K | 0.19% | 101 |
|
|
2022
Q3 | $399K | Buy |
2,723
+1,373
| +102% | +$201K | 0.17% | 109 |
|
|
2022
Q2 | $235K | Sell |
1,350
-138
| -9% | -$24K | 0.13% | 136 |
|
|
2022
Q1 | $316K | Buy |
1,488
+595
| +67% | +$126K | 0.14% | 122 |
|
|
2021
Q4 | $237K | Buy |
893
+60
| +7% | +$15.9K | 0.19% | 124 |
|
|
2021
Q3 | $231K | Buy |
+833
| New | +$231K | 0.2% | 123 |
|