BWG
Berry Wealth Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
2,019
-534
| -21% | -$146K | 0.39% | 41 |
|
|
2025
Q1 | $685K | Buy |
2,553
+611
| +31% | +$164K | 0.54% | 37 |
|
|
2024
Q4 | $649K | Buy |
1,942
+87
| +5% | +$29.1K | 0.47% | 37 |
|
|
2024
Q3 | $508K | Buy |
1,855
+6
| +0.3% | +$1.64K | 0.36% | 40 |
|
|
2024
Q2 | $475K | Buy |
1,849
+180
| +11% | +$46.3K | 0.38% | 40 |
|
|
2024
Q1 | $503K | Sell |
1,669
-487
| -23% | -$147K | 0.42% | 35 |
|
|
2023
Q4 | $567K | Buy |
+2,156
| New | +$567K | 0.52% | 33 |
|