DWM
Diversify Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Buy |
29,524
+3,045
| +11% | +$705K | 0.42% | 54 |
|
|
2025
Q1 | $7.09M | Buy |
26,479
+2,799
| +12% | +$749K | 0.53% | 41 |
|
|
2024
Q4 | $7.53M | Buy |
23,680
+7,335
| +45% | +$2.33M | 0.59% | 37 |
|
|
2024
Q3 | $4.65M | Sell |
16,345
-3,488
| -18% | -$992K | 0.45% | 53 |
|
|
2024
Q2 | $4.74M | Buy |
+19,833
| New | +$4.74M | 0.59% | 34 |
|