AWM
Ameliora Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.9K | Buy |
205
+5
| +3% | +$1.36K | 0.02% | 148 |
|
|
2025
Q1 | $53.7K | Hold |
200
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $66.9K | Buy |
+200
| New | +$66.9K | 0.03% | 146 |
|
|
2023
Q4 | – | Sell |
-78
| Closed | -$15.8K | – | 187 |
|
|
2023
Q3 | $15.8K | Buy |
+78
| New | +$15.8K | 0.01% | 170 |
|
|
2023
Q2 | – | Sell |
-268
| Closed | -$53.5K | – | 198 |
|
|
2023
Q1 | $53.5K | Hold |
268
| – | – | 0.03% | 128 |
|
|
2022
Q4 | $35.5K | Hold |
268
| – | – | 0.02% | 165 |
|
|
2022
Q3 | $38K | Buy |
+268
| New | +$38K | 0.02% | 155 |
|