BHWM
Bar Harbor Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
14,586
+240
| +2% | +$65.4K | 0.25% | 88 |
|
|
2025
Q1 | $3.85M | Sell |
14,346
-320
| -2% | -$85.9K | 0.26% | 92 |
|
|
2024
Q4 | $4.9M | Buy |
14,666
+627
| +4% | +$210K | 0.32% | 81 |
|
|
2024
Q3 | $3.84M | Sell |
14,039
-145
| -1% | -$39.7K | 0.25% | 98 |
|
|
2024
Q2 | $3.65M | Buy |
14,184
+105
| +0.7% | +$27K | 0.24% | 98 |
|
|
2024
Q1 | $4.24M | Buy |
14,079
+790
| +6% | +$238K | 0.28% | 93 |
|
|
2023
Q4 | $3.5M | Buy |
13,289
+757
| +6% | +$199K | 0.26% | 95 |
|
|
2023
Q3 | $2.54M | Buy |
12,532
+4,119
| +49% | +$835K | 0.2% | 103 |
|
|
2023
Q2 | $1.78M | Buy |
+8,413
| New | +$1.78M | 0.14% | 123 |
|