CWP
Curated Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Buy |
3,556
+2,257
| +174% | +$615K | 0.11% | 58 |
|
|
2025
Q1 | $349K | Buy |
1,299
+358
| +38% | +$96.1K | 0.05% | 115 |
|
|
2024
Q4 | $315K | Buy |
941
+2
| +0.2% | +$669 | 0.04% | 113 |
|
|
2024
Q3 | $257K | Buy |
939
+4
| +0.4% | +$1.1K | 0.03% | 118 |
|
|
2024
Q2 | $240K | Buy |
+935
| New | +$240K | 0.03% | 120 |
|
|
2024
Q1 | – | Sell |
-1,134
| Closed | -$298K | – | 35 |
|
|
2023
Q4 | $298K | Buy |
1,134
+11
| +1% | +$2.9K | 0.05% | 117 |
|
|
2023
Q3 | $228K | Sell |
1,123
-262
| -19% | -$53.1K | 0.04% | 118 |
|
|
2023
Q2 | $293K | Hold |
1,385
| – | – | 0.06% | 102 |
|
|
2023
Q1 | $277K | Buy |
+1,385
| New | +$277K | 0.06% | 102 |
|
|
2022
Q4 | – | Sell |
-1,746
| Closed | -$251K | – | 132 |
|
|
2022
Q3 | $251K | Hold |
1,746
| – | – | 0.07% | 105 |
|
|
2022
Q2 | $287K | Buy |
1,746
+117
| +7% | +$19.2K | 0.08% | 101 |
|
|
2022
Q1 | $413K | Hold |
1,629
| – | – | 0.14% | 86 |
|
|
2021
Q4 | $413K | Hold |
1,629
| – | – | 0.13% | 89 |
|
|
2021
Q3 | $442K | Buy |
1,629
+1
| +0.1% | +$271 | 0.25% | 83 |
|
|
2021
Q2 | $398K | Sell |
1,628
-25
| -2% | -$6.11K | 0.22% | 88 |
|
|
2021
Q1 | $350K | Sell |
1,653
-477
| -22% | -$101K | 0.22% | 95 |
|
|
2020
Q4 | $474K | Buy |
+2,130
| New | +$474K | 0.31% | 65 |
|