AWM
Atticus Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
779
+766
| +5,892% | +$209K | 0.06% | 160 |
|
|
2025
Q1 | $3.49K | Hold |
13
| – | – | ﹤0.01% | 430 |
|
|
2024
Q4 | $4.35K | Sell |
13
-24
| -65% | -$8.03K | ﹤0.01% | 437 |
|
|
2024
Q3 | $10.1K | Sell |
37
-10
| -21% | -$2.74K | ﹤0.01% | 386 |
|
|
2024
Q2 | $12.1K | Buy |
47
+11
| +31% | +$2.83K | ﹤0.01% | 361 |
|
|
2024
Q1 | $10.8K | Sell |
36
-12
| -25% | -$3.61K | ﹤0.01% | 389 |
|
|
2023
Q4 | $12.6K | Hold |
48
| – | – | ﹤0.01% | 379 |
|
|
2023
Q3 | $9.73K | Sell |
48
-136
| -74% | -$27.6K | ﹤0.01% | 406 |
|
|
2023
Q2 | $38.9K | Sell |
184
-54
| -23% | -$11.4K | 0.01% | 282 |
|
|
2023
Q1 | $47.5K | Sell |
238
-109
| -31% | -$21.8K | 0.02% | 257 |
|
|
2022
Q4 | $46K | Sell |
347
-2,007
| -85% | -$266K | 0.02% | 261 |
|
|
2022
Q3 | $389K | Hold |
2,354
| – | – | 0.19% | 72 |
|
|
2022
Q2 | $389K | Sell |
2,354
-164
| -7% | -$27.1K | 0.16% | 86 |
|
|
2022
Q1 | $535K | Buy |
2,518
+387
| +18% | +$82.2K | 0.2% | 82 |
|
|
2021
Q4 | $542K | Buy |
2,131
+33
| +2% | +$8.39K | 0.21% | 66 |
|
|
2021
Q3 | $569K | Sell |
2,098
-148
| -7% | -$40.1K | 0.25% | 53 |
|
|
2021
Q2 | $549K | Sell |
2,246
-60
| -3% | -$14.7K | 0.24% | 61 |
|
|
2021
Q1 | $489K | Sell |
2,306
-1,436
| -38% | -$305K | 0.23% | 62 |
|
|
2020
Q4 | $833K | Buy |
3,742
+385
| +11% | +$85.7K | 0.42% | 46 |
|
|
2020
Q3 | $844K | Buy |
3,357
+1,622
| +93% | +$408K | 0.5% | 43 |
|
|
2020
Q2 | $325K | Buy |
1,735
+1,172
| +208% | +$220K | 0.21% | 68 |
|
|
2020
Q1 | $81K | Sell |
563
-267
| -32% | -$38.4K | 0.07% | 132 |
|
|
2019
Q4 | $135K | Buy |
+830
| New | +$135K | 0.09% | 110 |
|