AWM
Apollon Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.88M | Sell |
28,881
-5,686
| -16% | -$1.55M | 0.16% | 125 |
|
|
2025
Q1 | $9.28M | Buy |
34,567
+4,202
| +14% | +$1.13M | 0.2% | 97 |
|
|
2024
Q4 | $10.2M | Buy |
30,365
+4,564
| +18% | +$1.53M | 0.23% | 80 |
|
|
2024
Q3 | $7.06M | Buy |
25,801
+1,434
| +6% | +$392K | 0.2% | 90 |
|
|
2024
Q2 | $6.26M | Buy |
24,367
+3,373
| +16% | +$867K | 0.19% | 95 |
|
|
2024
Q1 | $6.32M | Buy |
20,994
+2,443
| +13% | +$736K | 0.2% | 91 |
|
|
2023
Q4 | $4.88M | Buy |
18,551
+4,889
| +36% | +$1.29M | 0.17% | 110 |
|
|
2023
Q3 | $2.77M | Buy |
13,662
+177
| +1% | +$35.9K | 0.14% | 142 |
|
|
2023
Q2 | $2.85M | Buy |
13,485
+1,931
| +17% | +$408K | 0.14% | 156 |
|
|
2023
Q1 | $2.31M | Sell |
11,554
-818
| -7% | -$163K | 0.14% | 149 |
|
|
2022
Q4 | $1.64M | Sell |
12,372
-1,307
| -10% | -$173K | 0.12% | 187 |
|
|
2022
Q3 | $1.97M | Sell |
13,679
-283
| -2% | -$40.7K | 0.16% | 135 |
|
|
2022
Q2 | $2.3M | Sell |
13,962
-680
| -5% | -$112K | 0.19% | 114 |
|
|
2022
Q1 | $3.11M | Sell |
14,642
-5,817
| -28% | -$1.24M | 0.22% | 96 |
|
|
2021
Q4 | $5.2M | Buy |
20,459
+9,824
| +92% | +$2.5M | 0.39% | 53 |
|
|
2021
Q3 | $2.88M | Buy |
10,635
+3,527
| +50% | +$956K | 0.4% | 47 |
|
|
2021
Q2 | $1.74M | Sell |
7,108
-232
| -3% | -$56.7K | 0.31% | 58 |
|
|
2021
Q1 | $1.56M | Buy |
7,340
+3,173
| +76% | +$672K | 0.3% | 66 |
|
|
2020
Q4 | $927K | Buy |
4,167
+2,938
| +239% | +$654K | 0.25% | 86 |
|
|
2020
Q3 | $309K | Buy |
1,229
+362
| +42% | +$91K | 0.14% | 112 |
|
|
2020
Q2 | $162K | Buy |
+867
| New | +$162K | 0.09% | 133 |
|
|
2019
Q3 | – | Sell |
-818
| Closed | -$124K | – | 73 |
|
|
2019
Q2 | $124K | Buy |
+818
| New | +$124K | 0.14% | 61 |
|