AWM
Axxcess Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
11,094
+973
| +10% | +$265K | 0.07% | 217 |
|
|
2025
Q1 | $2.72M | Sell |
10,121
-1,411
| -12% | -$379K | 0.07% | 211 |
|
|
2024
Q4 | $3.86M | Sell |
11,532
-1,784
| -13% | -$597K | 0.09% | 162 |
|
|
2024
Q3 | $3.64M | Sell |
13,316
-6,775
| -34% | -$1.85M | 0.09% | 173 |
|
|
2024
Q2 | $5.17M | Buy |
20,091
+6,137
| +44% | +$1.58M | 0.14% | 131 |
|
|
2024
Q1 | $4.2M | Buy |
13,954
+2,461
| +21% | +$741K | 0.12% | 149 |
|
|
2023
Q4 | $3.02M | Buy |
11,493
+747
| +7% | +$197K | 0.09% | 181 |
|
|
2023
Q3 | $2.18M | Buy |
10,746
+4,843
| +82% | +$982K | 0.07% | 195 |
|
|
2023
Q2 | $1.25M | Sell |
5,903
-3,346
| -36% | -$707K | 0.09% | 191 |
|
|
2023
Q1 | $1.85M | Buy |
9,249
+2,338
| +34% | +$467K | 0.14% | 143 |
|
|
2022
Q4 | $916K | Sell |
6,911
-23,111
| -77% | -$3.06M | 0.08% | 237 |
|
|
2022
Q3 | $4.32M | Buy |
30,022
+6,456
| +27% | +$929K | 0.41% | 51 |
|
|
2022
Q2 | $3.89M | Sell |
23,566
-682
| -3% | -$113K | 0.36% | 60 |
|
|
2022
Q1 | $5.15M | Buy |
24,248
+1,454
| +6% | +$309K | 0.4% | 51 |
|
|
2021
Q4 | $5.79M | Buy |
+22,794
| New | +$5.79M | 0.42% | 47 |
|