CCWM
Cassaday & Co Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
1,351
+165
| +14% | +$45K | 0.01% | 237 |
|
|
2025
Q1 | $318K | Sell |
1,186
-18
| -1% | -$4.83K | 0.01% | 245 |
|
|
2024
Q4 | $403K | Buy |
1,204
+426
| +55% | +$142K | 0.01% | 213 |
|
|
2024
Q3 | $213K | Buy |
+778
| New | +$213K | 0.01% | 293 |
|
|
2024
Q2 | – | Sell |
-753
| Closed | -$227K | – | 294 |
|
|
2024
Q1 | $227K | Buy |
+753
| New | +$227K | 0.01% | 265 |
|