DWP
Daymark Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8M | Buy |
90,857
+19,801
| +28% | +$5.4M | 0.94% | 24 |
|
|
2025
Q1 | $19.1M | Sell |
71,056
-103,866
| -59% | -$27.9M | 0.82% | 30 |
|
|
2024
Q4 | $23.5M | Sell |
174,922
-158
| -0.1% | -$21.2K | 0.99% | 20 |
|
|
2024
Q3 | $19.3M | Buy |
175,080
+396
| +0.2% | +$43.6K | 0.82% | 28 |
|
|
2024
Q2 | $18M | Buy |
174,684
+3,456
| +2% | +$357K | 0.83% | 24 |
|
|
2024
Q1 | $20.1M | Sell |
171,228
-788
| -0.5% | -$92.3K | 1.08% | 17 |
|
|
2023
Q4 | $17.7M | Sell |
172,016
-405
| -0.2% | -$41.8K | 1.09% | 18 |
|
|
2023
Q3 | $13.8M | Buy |
172,421
+110,907
| +180% | +$8.86M | 0.95% | 25 |
|
|
2023
Q2 | $13M | Buy |
61,514
+21,224
| +53% | +$4.48M | 0.97% | 24 |
|
|
2023
Q1 | $8.05M | Sell |
40,290
-336
| -0.8% | -$67.1K | 1.07% | 22 |
|
|
2022
Q4 | $5.39M | Buy |
+40,626
| New | +$5.39M | 0.95% | 26 |
|