AWG
Altus Wealth Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
736
-67
| -8% | -$18.3K | 0.09% | 133 |
|
|
2025
Q1 | $216K | Buy |
803
+90
| +13% | +$24.2K | 0.1% | 124 |
|
|
2024
Q4 | $238K | Buy |
+713
| New | +$238K | 0.11% | 126 |
|
|
2024
Q2 | – | Sell |
-729
| Closed | -$220K | – | 135 |
|
|
2024
Q1 | $220K | Buy |
+729
| New | +$220K | 0.11% | 124 |
|
|
2022
Q4 | – | Sell |
-937
| Closed | -$254K | – | 143 |
|
|
2022
Q3 | $254K | Hold |
937
| – | – | 0.25% | 91 |
|
|
2022
Q2 | $254K | Sell |
937
-29
| -3% | -$7.86K | 0.25% | 91 |
|
|
2022
Q1 | $205K | Buy |
966
+29
| +3% | +$6.15K | 0.17% | 108 |
|
|
2021
Q4 | $238K | Hold |
937
| – | – | 0.2% | 102 |
|
|
2021
Q3 | $254K | Buy |
937
+9
| +1% | +$2.44K | 0.25% | 91 |
|
|
2021
Q2 | $227K | Sell |
928
-21
| -2% | -$5.14K | 0.22% | 99 |
|
|
2021
Q1 | $206K | Buy |
949
+458
| +93% | +$99.4K | 0.2% | 100 |
|
|
2020
Q4 | $109K | Buy |
+491
| New | +$109K | 0.1% | 130 |
|