CWG
Cornerstone Wealth Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Buy |
2,688
+125
| +5% | +$34.1K | 0.06% | 153 |
|
|
2025
Q1 | $688K | Sell |
2,563
-162
| -6% | -$43.5K | 0.06% | 154 |
|
|
2024
Q4 | $911K | Buy |
2,725
+441
| +19% | +$147K | 0.07% | 135 |
|
|
2024
Q3 | $625K | Sell |
2,284
-107
| -4% | -$29.3K | 0.05% | 154 |
|
|
2024
Q2 | $615K | Sell |
2,391
-11,162
| -82% | -$2.87M | 0.05% | 148 |
|
|
2024
Q1 | $4.08M | Sell |
13,553
-3,480
| -20% | -$1.05M | 0.38% | 66 |
|
|
2023
Q4 | $4.48M | Sell |
17,033
-640
| -4% | -$168K | 0.64% | 44 |
|
|
2023
Q3 | $3.58M | Buy |
+17,673
| New | +$3.58M | 0.64% | 55 |
|
|
2020
Q4 | – | Sell |
-844
| Closed | -$212K | – | 152 |
|
|
2020
Q3 | $212K | Sell |
844
-9,776
| -92% | -$2.46M | 0.06% | 126 |
|
|
2020
Q2 | $1.99M | Buy |
10,620
+820
| +8% | +$154K | 0.5% | 56 |
|
|
2020
Q1 | $1.41M | Buy |
9,800
+2,616
| +36% | +$377K | 0.5% | 52 |
|
|
2019
Q4 | $1.17M | Buy |
7,184
+439
| +7% | +$71.4K | 0.32% | 86 |
|
|
2019
Q3 | $1M | Buy |
6,745
+287
| +4% | +$42.6K | 0.25% | 87 |
|
|
2019
Q2 | $980K | Sell |
6,458
-67
| -1% | -$10.2K | 0.26% | 99 |
|
|
2019
Q1 | $1.03M | Buy |
+6,525
| New | +$1.03M | 0.26% | 88 |
|