BWP
Baldwin Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-368
| Closed | -$101K | – | 401 |
|
|
2024
Q3 | $101K | Buy |
368
+141
| +62% | +$38.6K | 0.01% | 416 |
|
|
2024
Q2 | $58.4K | Buy |
227
+14
| +7% | +$3.6K | ﹤0.01% | 326 |
|
|
2024
Q1 | $64.2K | Sell |
213
-412
| -66% | -$124K | ﹤0.01% | 336 |
|
|
2023
Q4 | $164K | Buy |
625
+98
| +19% | +$25.8K | 0.01% | 229 |
|
|
2023
Q3 | $107K | Hold |
527
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $111K | Sell |
527
-157
| -23% | -$33.2K | 0.01% | 307 |
|
|
2023
Q1 | $137K | Buy |
684
+15
| +2% | +$3K | 0.01% | 282 |
|
|
2022
Q4 | $88.7K | Sell |
669
-1,553
| -70% | -$206K | 0.01% | 330 |
|
|
2022
Q3 | $319K | Hold |
2,222
| – | – | 0.04% | 136 |
|
|
2022
Q2 | $367K | Hold |
2,222
| – | – | 0.05% | 136 |
|
|
2022
Q1 | $472K | Buy |
2,222
+680
| +44% | +$144K | 0.05% | 128 |
|
|
2021
Q4 | $392K | Sell |
1,542
-50
| -3% | -$12.7K | 0.04% | 150 |
|
|
2021
Q3 | $432K | Sell |
1,592
-350
| -18% | -$95K | 0.05% | 130 |
|
|
2021
Q2 | $474K | Hold |
1,942
| – | – | 0.05% | 124 |
|
|
2021
Q1 | $411K | Buy |
1,942
+400
| +26% | +$84.7K | 0.05% | 123 |
|
|
2020
Q4 | $343K | Buy |
1,542
+900
| +140% | +$200K | 0.04% | 131 |
|
|
2020
Q3 | $162K | Hold |
642
| – | – | 0.02% | 175 |
|
|
2020
Q2 | $120K | Buy |
642
+200
| +45% | +$37.4K | 0.02% | 201 |
|
|
2020
Q1 | $63K | Buy |
442
+30
| +7% | +$4.28K | 0.01% | 250 |
|
|
2019
Q4 | $67K | Hold |
412
| – | – | 0.01% | 281 |
|
|
2019
Q3 | $61K | Sell |
412
-24
| -6% | -$3.55K | 0.01% | 280 |
|
|
2019
Q2 | $66K | Buy |
436
+24
| +6% | +$3.63K | 0.01% | 281 |
|
|
2019
Q1 | $65K | Hold |
412
| – | – | 0.01% | 273 |
|
|
2018
Q4 | $56K | Sell |
412
-200
| -33% | -$27.2K | 0.01% | 272 |
|
|
2018
Q3 | $97K | Buy |
612
+200
| +49% | +$31.7K | 0.01% | 254 |
|
|
2018
Q2 | $56K | Hold |
412
| – | – | 0.01% | 302 |
|
|
2018
Q1 | $48K | Buy |
+412
| New | +$48K | 0.01% | 301 |
|
|
2017
Q1 | – | Sell |
-17
| Closed | -$1K | – | 501 |
|
|
2016
Q4 | $1K | Sell |
17
-750
| -98% | -$44.1K | ﹤0.01% | 498 |
|
|
2016
Q3 | $55K | Hold |
767
| – | – | 0.01% | 291 |
|
|
2016
Q2 | $61K | Buy |
767
+17
| +2% | +$1.35K | 0.01% | 250 |
|
|
2016
Q1 | $55K | Buy |
+750
| New | +$55K | 0.01% | 293 |
|