AWM
AllSquare Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
1,118
-322
| -22% | -$87.8K | 0.17% | 79 |
|
|
2025
Q1 | $386K | Hold |
1,440
| – | – | 0.23% | 65 |
|
|
2024
Q4 | $481K | Buy |
1,440
+16
| +1% | +$5.35K | 0.28% | 56 |
|
|
2024
Q3 | $390K | Hold |
1,424
| – | – | 0.22% | 63 |
|
|
2024
Q2 | $366K | Buy |
1,424
+100
| +8% | +$25.7K | 0.22% | 62 |
|
|
2024
Q1 | $399K | Hold |
1,324
| – | – | 0.23% | 62 |
|
|
2023
Q4 | $348K | Buy |
1,324
+105
| +9% | +$27.6K | 0.21% | 68 |
|
|
2023
Q3 | $247K | Sell |
1,219
-77
| -6% | -$15.6K | 0.16% | 88 |
|
|
2023
Q2 | $284K | Hold |
1,296
| – | – | 0.18% | 77 |
|
|
2023
Q1 | $259K | Buy |
1,296
+250
| +24% | +$49.9K | 0.17% | 82 |
|
|
2022
Q4 | $139K | Sell |
1,046
-415
| -28% | -$55K | 0.1% | 111 |
|
|
2022
Q3 | $210K | Hold |
1,461
| – | – | 0.15% | 82 |
|
|
2022
Q2 | $241K | Buy |
1,461
+50
| +4% | +$8.25K | 0.16% | 82 |
|
|
2022
Q1 | $300K | Buy |
1,411
+353
| +33% | +$75.1K | 0.18% | 77 |
|
|
2021
Q4 | $269K | Hold |
1,058
| – | – | 0.16% | 84 |
|
|
2021
Q3 | $287K | Sell |
1,058
-150
| -12% | -$40.7K | 0.17% | 74 |
|
|
2021
Q2 | $295K | Buy |
1,208
+15
| +1% | +$3.66K | 0.17% | 77 |
|
|
2021
Q1 | $253K | Buy |
1,193
+775
| +185% | +$164K | 0.16% | 81 |
|
|
2020
Q4 | $93K | Hold |
418
| – | – | 0.06% | 142 |
|
|
2020
Q3 | $105K | Sell |
418
-50
| -11% | -$12.6K | 0.08% | 124 |
|
|
2020
Q2 | $88K | Buy |
468
+100
| +27% | +$18.8K | 0.07% | 132 |
|
|
2020
Q1 | $53K | Hold |
368
| – | – | 0.05% | 154 |
|
|
2019
Q4 | $60K | Hold |
368
| – | – | 0.04% | 168 |
|
|
2019
Q3 | $55K | Hold |
368
| – | – | 0.04% | 173 |
|
|
2019
Q2 | $56K | Buy |
368
+100
| +37% | +$15.2K | 0.04% | 173 |
|
|
2019
Q1 | $42K | Buy |
268
+200
| +294% | +$31.3K | 0.03% | 212 |
|
|
2018
Q4 | $9K | Buy |
68
+28
| +70% | +$3.71K | 0.01% | 322 |
|
|
2018
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 389 |
|
|
2018
Q2 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 400 |
|