CWM
CMH Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49M | Buy |
27,420
+1,503
| +6% | +$410K | 1.74% | 27 |
|
|
2025
Q1 | $6.96M | Sell |
25,917
-5,520
| -18% | -$1.48M | 1.74% | 27 |
|
|
2024
Q4 | $10.5M | Sell |
31,437
-982
| -3% | -$329K | 2.41% | 12 |
|
|
2024
Q3 | $8.89M | Sell |
32,419
-182
| -0.6% | -$49.9K | 2.09% | 15 |
|
|
2024
Q2 | $8.38M | Buy |
32,601
+737
| +2% | +$189K | 2.06% | 18 |
|
|
2024
Q1 | $9.61M | Sell |
31,864
-16,183
| -34% | -$4.88M | 2.44% | 15 |
|
|
2023
Q4 | $12.6M | Buy |
48,047
+296
| +0.6% | +$77.9K | 3.06% | 10 |
|
|
2023
Q3 | $9.68M | Buy |
47,751
+1,296
| +3% | +$263K | 2.71% | 15 |
|
|
2023
Q2 | $9.81M | Buy |
46,455
+556
| +1% | +$117K | 2.64% | 13 |
|
|
2023
Q1 | $9.17M | Buy |
45,899
+7,808
| +20% | +$1.56M | 2.65% | 14 |
|
|
2022
Q4 | $5.05M | Sell |
38,091
-3,259
| -8% | -$432K | 1.62% | 26 |
|
|
2022
Q3 | $5.95M | Buy |
41,350
+2,192
| +6% | +$315K | 2.18% | 16 |
|
|
2022
Q2 | $6.46M | Buy |
39,158
+16,003
| +69% | +$2.64M | 2.34% | 11 |
|
|
2022
Q1 | $4.92M | Buy |
23,155
+2,219
| +11% | +$471K | 1.51% | 25 |
|
|
2021
Q4 | $5.32M | Buy |
20,936
+631
| +3% | +$160K | 1.6% | 22 |
|
|
2021
Q3 | $5.51M | Buy |
20,305
+575
| +3% | +$156K | 1.81% | 20 |
|
|
2021
Q2 | $4.82M | Buy |
19,730
+1,967
| +11% | +$480K | 1.61% | 24 |
|
|
2021
Q1 | $3.76M | Buy |
17,763
+1,240
| +8% | +$263K | 1.42% | 28 |
|
|
2020
Q4 | $3.68M | Buy |
16,523
+1,503
| +10% | +$334K | 1.35% | 29 |
|
|
2020
Q3 | $3.78M | Sell |
15,020
-111
| -0.7% | -$27.9K | 1.62% | 24 |
|
|
2020
Q2 | $2.83M | Sell |
15,131
-1,600
| -10% | -$300K | 1.35% | 28 |
|
|
2020
Q1 | $2.41M | Buy |
16,731
+764
| +5% | +$110K | 1.41% | 32 |
|
|
2019
Q4 | $2.6M | Sell |
15,967
-100
| -0.6% | -$16.3K | 1.33% | 34 |
|
|
2019
Q3 | $2.39M | Buy |
16,067
+260
| +2% | +$38.6K | 1.35% | 34 |
|
|
2019
Q2 | $2.4M | Sell |
15,807
-435
| -3% | -$66K | 1.41% | 30 |
|
|
2019
Q1 | $2.57M | Sell |
16,242
-880
| -5% | -$139K | 1.56% | 27 |
|
|
2018
Q4 | $2.35M | Buy |
17,122
+745
| +5% | +$102K | 1.41% | 27 |
|
|
2018
Q3 | $2.62M | Buy |
16,377
+830
| +5% | +$133K | 1.37% | 26 |
|
|
2018
Q2 | $2.18M | Sell |
15,547
-1,445
| -9% | -$203K | 1.25% | 27 |
|
|
2018
Q1 | $1.96M | Sell |
16,992
-545
| -3% | -$62.8K | 1.32% | 26 |
|
|
2017
Q4 | $1.83M | Buy |
17,537
+270
| +2% | +$28.2K | 1.21% | 32 |
|
|
2017
Q3 | $1.62M | Sell |
17,267
-8,295
| -32% | -$779K | 1.2% | 32 |
|
|
2017
Q2 | $2.21M | Buy |
25,562
+100
| +0.4% | +$8.63K | 1.76% | 19 |
|
|
2017
Q1 | $2.12M | Sell |
25,462
-8,503
| -25% | -$709K | 1.66% | 21 |
|
|
2016
Q4 | $2.54M | Buy |
+33,965
| New | +$2.54M | 2.23% | 16 |
|