BCPWM
Bradley & Co Private Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Buy |
621
+112
| +22% | +$30.5K | 0.1% | 47 |
|
|
2025
Q1 | $137K | Hold |
509
| – | – | 0.09% | 51 |
|
|
2024
Q4 | $170K | Buy |
+509
| New | +$170K | 0.11% | 43 |
|
|
2024
Q2 | $148K | Sell |
577
-487
| -46% | -$125K | 0.11% | 42 |
|
|
2024
Q1 | $320K | Sell |
1,064
-26,398
| -96% | -$7.95M | 0.26% | 30 |
|
|
2023
Q4 | $7.23M | Buy |
27,462
+187
| +0.7% | +$49.2K | 6.69% | 7 |
|
|
2023
Q3 | $5.53M | Sell |
27,275
-188
| -0.7% | -$38.1K | 5.77% | 8 |
|
|
2023
Q2 | $5.8M | Buy |
27,463
+93
| +0.3% | +$19.6K | 5.75% | 9 |
|
|
2023
Q1 | $5.47M | Buy |
27,370
+24,319
| +797% | +$4.86M | 5.99% | 8 |
|
|
2022
Q4 | $405K | Sell |
3,051
-1,087
| -26% | -$144K | 0.49% | 25 |
|
|
2022
Q3 | $596K | Hold |
4,138
| – | – | 0.71% | 21 |
|
|
2022
Q2 | $683K | Sell |
4,138
-91
| -2% | -$15K | 0.75% | 24 |
|
|
2022
Q1 | $898K | Sell |
4,229
-11,749
| -74% | -$2.49M | 0.77% | 24 |
|
|
2021
Q4 | $4.06M | Sell |
15,978
-3,051
| -16% | -$775K | 3.25% | 12 |
|
|
2021
Q3 | $5.16M | Sell |
19,029
-91
| -0.5% | -$24.7K | 4.45% | 11 |
|
|
2021
Q2 | $4.67M | Buy |
19,120
+319
| +2% | +$77.9K | 4.07% | 11 |
|
|
2021
Q1 | $3.98M | Buy |
+18,801
| New | +$3.98M | 3.68% | 12 |
|