CRWM
Castle Rock Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
2,579
-2,143
| -45% | -$565K | 0.16% | 134 |
|
|
2025
Q1 | $1.27M | Sell |
4,722
-543
| -10% | -$146K | 0.34% | 80 |
|
|
2024
Q4 | $1.72M | Buy |
5,265
+2,807
| +114% | +$917K | 0.41% | 68 |
|
|
2024
Q3 | $705K | Buy |
2,458
+150
| +6% | +$43K | 0.17% | 137 |
|
|
2024
Q2 | $592K | Sell |
2,308
-7
| -0.3% | -$1.79K | 0.15% | 136 |
|
|
2024
Q1 | $622K | Buy |
2,315
+309
| +15% | +$83K | 0.17% | 135 |
|
|
2023
Q4 | $503K | Buy |
2,006
+706
| +54% | +$177K | 0.15% | 143 |
|
|
2023
Q3 | $269K | Buy |
1,300
+273
| +27% | +$56.6K | 0.09% | 182 |
|
|
2023
Q2 | $219K | Sell |
1,027
-10
| -1% | -$2.14K | 0.08% | 194 |
|
|
2023
Q1 | $209K | Buy |
+1,037
| New | +$209K | 0.07% | 202 |
|
|
2022
Q4 | – | Sell |
-3,722
| Closed | -$531K | – | 221 |
|
|
2022
Q3 | $531K | Buy |
3,722
+10
| +0.3% | +$1.43K | 0.27% | 101 |
|
|
2022
Q2 | $656K | Buy |
3,712
+732
| +25% | +$129K | 0.33% | 81 |
|
|
2022
Q1 | $570K | Sell |
2,980
-677
| -19% | -$129K | 0.26% | 116 |
|
|
2021
Q4 | $799K | Sell |
3,657
-1,047
| -22% | -$229K | 0.33% | 87 |
|
|
2021
Q3 | $1.46M | Sell |
4,704
-10
| -0.2% | -$3.1K | 0.5% | 63 |
|
|
2021
Q2 | $1.15M | Sell |
4,714
-809
| -15% | -$197K | 0.42% | 74 |
|
|
2021
Q1 | $1.28M | Buy |
5,523
+161
| +3% | +$37.3K | 0.52% | 64 |
|
|
2020
Q4 | $1.21M | Buy |
5,362
+2,068
| +63% | +$467K | 0.5% | 62 |
|
|
2020
Q3 | $837K | Buy |
3,294
+1,575
| +92% | +$400K | 0.55% | 62 |
|
|
2020
Q2 | $346K | Buy |
1,719
+483
| +39% | +$97.2K | 0.2% | 145 |
|
|
2020
Q1 | $206K | Sell |
1,236
-1,895
| -61% | -$316K | 0.18% | 120 |
|
|
2019
Q4 | $592K | Buy |
3,131
+16
| +0.5% | +$3.03K | 0.53% | 77 |
|
|
2019
Q3 | $504K | Sell |
3,115
-1,216
| -28% | -$197K | 0.52% | 68 |
|
|
2019
Q2 | $665K | Buy |
+4,331
| New | +$665K | 0.74% | 39 |
|
|
2018
Q4 | – | Sell |
-4,368
| Closed | -$585K | – | 28 |
|
|
2018
Q3 | $585K | Sell |
4,368
-955
| -18% | -$128K | 0.93% | 32 |
|
|
2018
Q2 | $726K | Sell |
5,323
-774
| -13% | -$106K | 0.99% | 27 |
|
|
2018
Q1 | $709K | Buy |
6,097
+277
| +5% | +$32.2K | 1.17% | 23 |
|
|
2017
Q4 | $595K | Buy |
+5,820
| New | +$595K | 1.16% | 24 |
|