BWP
BSW Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
4,078
+170
| +4% | +$46.4K | 0.15% | 80 |
|
|
2025
Q1 | $1.05M | Sell |
3,908
-93
| -2% | -$25K | 0.16% | 79 |
|
|
2024
Q4 | $1.34M | Buy |
4,001
+321
| +9% | +$107K | 0.2% | 68 |
|
|
2024
Q3 | $1.01M | Buy |
3,680
+511
| +16% | +$140K | 0.15% | 74 |
|
|
2024
Q2 | $815K | Sell |
3,169
-41
| -1% | -$10.5K | 0.13% | 89 |
|
|
2024
Q1 | $967K | Buy |
3,210
+84
| +3% | +$25.3K | 0.16% | 81 |
|
|
2023
Q4 | $823K | Buy |
3,126
+77
| +3% | +$20.3K | 0.16% | 82 |
|
|
2023
Q3 | $618K | Buy |
3,049
+610
| +25% | +$124K | 0.14% | 89 |
|
|
2023
Q2 | $515K | Buy |
2,439
+13
| +0.5% | +$2.75K | 0.11% | 107 |
|
|
2023
Q1 | $485K | Sell |
2,426
-2,934
| -55% | -$586K | 0.1% | 139 |
|
|
2022
Q4 | $711K | Sell |
5,360
-1,285
| -19% | -$170K | 0.15% | 96 |
|
|
2022
Q3 | $956K | Buy |
6,645
+232
| +4% | +$33.4K | 0.23% | 53 |
|
|
2022
Q2 | $1.06M | Buy |
6,413
+577
| +10% | +$95.2K | 0.25% | 54 |
|
|
2022
Q1 | $1.24M | Buy |
5,836
+1,102
| +23% | +$234K | 0.31% | 45 |
|
|
2021
Q4 | $1.2M | Buy |
4,734
+352
| +8% | +$89.5K | 0.3% | 49 |
|
|
2021
Q3 | $1.19M | Buy |
4,382
+388
| +10% | +$105K | 0.33% | 44 |
|
|
2021
Q2 | $976K | Buy |
3,994
+838
| +27% | +$205K | 0.27% | 53 |
|
|
2021
Q1 | $669K | Buy |
3,156
+457
| +17% | +$96.9K | 0.19% | 66 |
|
|
2020
Q4 | $601K | Buy |
2,699
+633
| +31% | +$141K | 0.18% | 70 |
|
|
2020
Q3 | $519K | Buy |
2,066
+572
| +38% | +$144K | 0.19% | 68 |
|
|
2020
Q2 | $280K | Buy |
+1,494
| New | +$280K | 0.09% | 111 |
|
|
2018
Q4 | – | Sell |
-1,672
| Closed | -$266K | – | 110 |
|
|
2018
Q3 | $266K | Buy |
+1,672
| New | +$266K | 0.1% | 91 |
|