AWM
Aprio Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Sell |
3,263
-964
| -23% | -$263K | 0.1% | 120 |
|
|
2025
Q1 | $1.13M | Buy |
4,227
+282
| +7% | +$75.7K | 0.14% | 98 |
|
|
2024
Q4 | $1.32M | Buy |
3,945
+1,038
| +36% | +$347K | 0.19% | 71 |
|
|
2024
Q3 | $796K | Buy |
2,907
+606
| +26% | +$166K | 0.13% | 94 |
|
|
2024
Q2 | $592K | Buy |
2,301
+38
| +2% | +$9.77K | 0.11% | 104 |
|
|
2024
Q1 | $682K | Buy |
2,263
+598
| +36% | +$180K | 0.13% | 87 |
|
|
2023
Q4 | $438K | Buy |
1,665
+498
| +43% | +$131K | 0.1% | 101 |
|
|
2023
Q3 | $237K | Buy |
+1,167
| New | +$237K | 0.07% | 140 |
|