BWG
Boomfish Wealth Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
9,395
+588
| +7% | +$160K | 1.48% | 27 |
|
|
2025
Q1 | $2.36M | Sell |
8,807
-84
| -0.9% | -$22.5K | 1.53% | 26 |
|
|
2024
Q4 | $2.97M | Sell |
8,891
-421
| -5% | -$141K | 1.8% | 12 |
|
|
2024
Q3 | $2.55M | Buy |
9,312
+38
| +0.4% | +$10.4K | 1.56% | 21 |
|
|
2024
Q2 | $2.38M | Buy |
9,274
+711
| +8% | +$183K | 1.54% | 24 |
|
|
2024
Q1 | $2.58M | Sell |
8,563
-796
| -9% | -$240K | 1.74% | 17 |
|
|
2023
Q4 | $2.46M | Buy |
+9,359
| New | +$2.46M | 1.78% | 18 |
|