AWM
Activest Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Sell |
382
-345
| -47% | -$94K | 0.03% | 142 |
|
|
2025
Q1 | $195K | Buy |
727
+452
| +164% | +$121K | 0.05% | 97 |
|
|
2024
Q4 | $92K | Buy |
275
+6
| +2% | +$2.01K | 0.03% | 129 |
|
|
2024
Q3 | $73.6K | Sell |
269
-499
| -65% | -$137K | 0.02% | 145 |
|
|
2024
Q2 | $198K | Buy |
768
+320
| +71% | +$82.3K | 0.07% | 83 |
|
|
2024
Q1 | $135K | Hold |
448
| – | – | 0.07% | 71 |
|
|
2023
Q4 | $118K | Hold |
448
| – | – | 0.07% | 55 |
|
|
2023
Q3 | $90.8K | Sell |
448
-387
| -46% | -$78.5K | 0.06% | 61 |
|
|
2023
Q2 | $180K | Buy |
835
+567
| +212% | +$122K | 0.12% | 27 |
|
|
2023
Q1 | $52.7K | Sell |
268
-4,661
| -95% | -$916K | 0.03% | 82 |
|
|
2022
Q4 | $772K | Sell |
4,929
-2,559
| -34% | -$401K | 0.23% | 40 |
|
|
2022
Q3 | $1.18M | Buy |
7,488
+6,104
| +441% | +$965K | 0.38% | 26 |
|
|
2022
Q2 | $228K | Buy |
1,384
+292
| +27% | +$48.1K | 0.16% | 43 |
|
|
2022
Q1 | $232K | Buy |
1,092
+724
| +197% | +$154K | 0.15% | 47 |
|
|
2021
Q4 | $93K | Buy |
368
+108
| +42% | +$27.3K | 0.06% | 76 |
|
|
2021
Q3 | $71K | Buy |
260
+65
| +33% | +$17.8K | 0.05% | 99 |
|
|
2021
Q2 | $48K | Sell |
195
-9
| -4% | -$2.22K | 0.04% | 101 |
|
|
2021
Q1 | $43K | Buy |
+204
| New | +$43K | 0.04% | 106 |
|