CWP
Concord Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
9,479
+2,036
| +27% | +$555K | 0.38% | 64 |
|
|
2025
Q1 | $2M | Sell |
7,443
-85
| -1% | -$22.8K | 0.33% | 72 |
|
|
2024
Q4 | $2.52M | Buy |
7,528
+423
| +6% | +$141K | 0.41% | 57 |
|
|
2024
Q3 | $1.94M | Buy |
7,105
+953
| +15% | +$261K | 0.32% | 68 |
|
|
2024
Q2 | $1.58M | Sell |
6,152
-600
| -9% | -$154K | 0.28% | 74 |
|
|
2024
Q1 | $2.03M | Buy |
6,752
+941
| +16% | +$283K | 0.37% | 67 |
|
|
2023
Q4 | $1.53M | Buy |
5,811
+2,751
| +90% | +$724K | 0.31% | 70 |
|
|
2023
Q3 | $621K | Buy |
3,060
+1,813
| +145% | +$368K | 0.13% | 108 |
|
|
2023
Q2 | $263K | Buy |
1,247
+111
| +10% | +$23.5K | 0.06% | 167 |
|
|
2023
Q1 | $227K | Sell |
1,136
-537
| -32% | -$107K | 0.06% | 145 |
|
|
2022
Q4 | $222K | Sell |
1,673
-822
| -33% | -$109K | 0.07% | 153 |
|
|
2022
Q3 | $359K | Buy |
2,495
+127
| +5% | +$18.3K | 0.11% | 117 |
|
|
2022
Q2 | $391K | Buy |
2,368
+484
| +26% | +$79.9K | 0.11% | 120 |
|
|
2022
Q1 | $400K | Buy |
1,884
+502
| +36% | +$107K | 0.1% | 118 |
|
|
2021
Q4 | $351K | Buy |
1,382
+909
| +192% | +$231K | 0.09% | 124 |
|
|
2021
Q3 | $128K | Sell |
473
-566
| -54% | -$153K | 0.05% | 115 |
|
|
2021
Q2 | $254K | Sell |
1,039
-18
| -2% | -$4.4K | 0.07% | 112 |
|
|
2021
Q1 | $224K | Buy |
1,057
+384
| +57% | +$81.4K | 0.08% | 119 |
|
|
2020
Q4 | $150K | Buy |
+673
| New | +$150K | 0.12% | 93 |
|