DWM
Darwin Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74K | Hold |
21
| – | – | ﹤0.01% | 401 |
|
|
2025
Q1 | $7.02K | Hold |
21
| – | – | ﹤0.01% | 409 |
|
|
2024
Q4 | $7.02K | Buy |
+21
| New | +$7.02K | ﹤0.01% | 409 |
|
|
2020
Q2 | – | Sell |
-519
| Closed | -$74K | – | 267 |
|
|
2020
Q1 | $74K | Buy |
+519
| New | +$74K | 0.02% | 197 |
|
|
2018
Q3 | – | Hold |
0
| – | -$214K | – | 125 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 122 |
|