CWC
Carolinas Wealth Consulting’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-302
| Closed | -$81.2K | – | 192 |
|
|
2025
Q1 | $81.2K | Buy |
302
+166
| +122% | +$44.6K | 0.02% | 277 |
|
|
2024
Q4 | $45.2K | Hold |
136
| – | – | 0.01% | 379 |
|
|
2024
Q3 | $37.2K | Buy |
136
+3
| +2% | +$820 | 0.01% | 402 |
|
|
2024
Q2 | $34.1K | Sell |
133
-396
| -75% | -$102K | 0.01% | 415 |
|
|
2024
Q1 | $160K | Buy |
529
+121
| +30% | +$36.5K | 0.03% | 199 |
|
|
2023
Q4 | $107K | Buy |
408
+8
| +2% | +$2.11K | 0.02% | 224 |
|
|
2023
Q3 | $80.3K | Sell |
400
-51
| -11% | -$10.2K | 0.02% | 246 |
|
|
2023
Q2 | $95.3K | Buy |
451
+352
| +356% | +$74.4K | 0.02% | 266 |
|
|
2023
Q1 | $19.8K | Buy |
99
+21
| +27% | +$4.2K | ﹤0.01% | 502 |
|
|
2022
Q4 | $10.3K | Sell |
78
-384
| -83% | -$50.9K | ﹤0.01% | 616 |
|
|
2022
Q3 | $66K | Sell |
462
-227
| -33% | -$32.4K | 0.02% | 293 |
|
|
2022
Q2 | $114K | Sell |
689
-126
| -15% | -$20.8K | 0.03% | 227 |
|
|
2022
Q1 | $173K | Sell |
815
-30
| -4% | -$6.37K | 0.04% | 188 |
|
|
2021
Q4 | $215K | Hold |
845
| – | – | 0.05% | 163 |
|
|
2021
Q3 | $229K | Buy |
845
+212
| +33% | +$57.5K | 0.05% | 146 |
|
|
2021
Q2 | $155K | Buy |
633
+19
| +3% | +$4.65K | 0.03% | 201 |
|
|
2021
Q1 | $130K | Sell |
614
-89
| -13% | -$18.8K | 0.03% | 224 |
|
|
2020
Q4 | $156K | Sell |
703
-268
| -28% | -$59.5K | 0.04% | 173 |
|
|
2020
Q3 | $244K | Buy |
971
+922
| +1,882% | +$232K | 0.08% | 108 |
|
|
2020
Q2 | $9K | Buy |
+49
| New | +$9K | ﹤0.01% | 350 |
|