AWM
Aries Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
2,266
+526
| +30% | +$143K | 0.16% | 121 |
|
|
2025
Q1 | $467K | Buy |
1,740
+627
| +56% | +$168K | 0.13% | 142 |
|
|
2024
Q4 | $372K | Hold |
1,113
| – | – | 0.1% | 164 |
|
|
2024
Q3 | $305K | Buy |
1,113
+222
| +25% | +$60.8K | 0.08% | 182 |
|
|
2024
Q2 | $229K | Buy |
+891
| New | +$229K | 0.07% | 187 |
|