BTWM
Baker Tilly Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
4,466
-105
| -2% | -$28.6K | 0.44% | 42 |
|
|
2025
Q1 | $1.23M | Buy |
4,571
+370
| +9% | +$99.3K | 0.48% | 43 |
|
|
2024
Q4 | $1.4M | Buy |
4,201
+208
| +5% | +$69.5K | 0.55% | 37 |
|
|
2024
Q3 | $1.09M | Sell |
3,993
-2,290
| -36% | -$627K | 0.48% | 46 |
|
|
2024
Q2 | $1.62M | Sell |
6,283
-11,541
| -65% | -$2.97M | 0.66% | 26 |
|
|
2024
Q1 | $5.37M | Sell |
17,824
-1,347
| -7% | -$406K | 0.97% | 16 |
|
|
2023
Q4 | $5.04M | Sell |
19,171
-2,222
| -10% | -$585K | 0.83% | 16 |
|
|
2023
Q3 | $4.34M | Sell |
21,393
-17,128
| -44% | -$3.47M | 0.71% | 23 |
|
|
2023
Q2 | $8.14M | Sell |
38,521
-4,493
| -10% | -$949K | 0.85% | 19 |
|
|
2023
Q1 | $8.59M | Buy |
43,014
+1,081
| +3% | +$216K | 0.97% | 16 |
|
|
2022
Q4 | $5.56M | Buy |
41,933
+2,266
| +6% | +$300K | 0.68% | 27 |
|
|
2022
Q3 | $5.71M | Sell |
39,667
-2,330
| -6% | -$335K | 0.78% | 18 |
|
|
2022
Q2 | $6.93M | Buy |
41,997
+3,098
| +8% | +$511K | 0.91% | 16 |
|
|
2022
Q1 | $8.26M | Buy |
38,899
+7,078
| +22% | +$1.5M | 0.91% | 14 |
|
|
2021
Q4 | $8.09M | Buy |
31,821
+2,715
| +9% | +$690K | 0.87% | 14 |
|
|
2021
Q3 | $7.89M | Buy |
29,106
+5,762
| +25% | +$1.56M | 1.04% | 13 |
|
|
2021
Q2 | $5.7M | Buy |
23,344
+2,112
| +10% | +$516K | 0.92% | 15 |
|
|
2021
Q1 | $4.5M | Buy |
21,232
+11,840
| +126% | +$2.51M | 0.92% | 13 |
|
|
2020
Q4 | $2.09M | Buy |
+9,392
| New | +$2.09M | 0.65% | 38 |
|