BWM
Blossom Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
815
+12
| +1% | +$3.27K | 0.39% | 68 |
|
|
2025
Q1 | $216K | Sell |
803
-26
| -3% | -$6.98K | 0.43% | 67 |
|
|
2024
Q4 | $277K | Buy |
829
+6
| +0.7% | +$2.01K | 0.53% | 60 |
|
|
2024
Q3 | $225K | Sell |
823
-30
| -4% | -$8.21K | 0.45% | 62 |
|
|
2024
Q2 | $219K | Sell |
853
-20
| -2% | -$5.14K | 0.48% | 60 |
|
|
2024
Q1 | $263K | Sell |
873
-15
| -2% | -$4.52K | 0.63% | 58 |
|
|
2023
Q4 | $234K | Buy |
+888
| New | +$234K | 0.63% | 57 |
|