CWM
Castle Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
6,223
+449
| +8% | +$123K | 0.62% | 45 |
|
|
2025
Q1 | $1.55M | Buy |
5,774
+190
| +3% | +$51K | 0.61% | 42 |
|
|
2024
Q4 | $1.87M | Sell |
5,584
-319
| -5% | -$107K | 0.74% | 40 |
|
|
2024
Q3 | $1.62M | Buy |
5,903
+923
| +19% | +$253K | 0.65% | 41 |
|
|
2024
Q2 | $1.28M | Buy |
+4,980
| New | +$1.28M | 0.61% | 43 |
|
|
2022
Q4 | – | Sell |
-1,141
| Closed | -$164K | – | 210 |
|
|
2022
Q3 | $164K | Sell |
1,141
-1
| -0.1% | -$144 | 0.1% | 115 |
|
|
2022
Q2 | $188K | Buy |
+1,142
| New | +$188K | 0.11% | 109 |
|