DWM
Doyle Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12M | Buy |
83,393
+2,701
| +3% | +$389K | 1.03% | 39 |
|
|
2022
Q2 | $13.3M | Sell |
80,692
-6,084
| -7% | -$1M | 1.07% | 38 |
|
|
2022
Q1 | $18.4M | Buy |
86,776
+3,490
| +4% | +$741K | 1.33% | 26 |
|
|
2021
Q4 | $21.2M | Buy |
83,286
+562
| +0.7% | +$143K | 1.52% | 21 |
|
|
2021
Q3 | $22.4M | Buy |
82,724
+1,350
| +2% | +$366K | 1.78% | 15 |
|
|
2021
Q2 | $19.9M | Buy |
81,374
+2,114
| +3% | +$516K | 1.65% | 17 |
|
|
2021
Q1 | $16.8M | Buy |
79,260
+2,022
| +3% | +$428K | 1.61% | 19 |
|
|
2020
Q4 | $17.2M | Buy |
77,238
+1,238
| +2% | +$275K | 1.75% | 19 |
|
|
2020
Q3 | $19.1M | Buy |
76,000
+40,678
| +115% | +$10.2M | 2.22% | 11 |
|
|
2020
Q2 | $6.62M | Buy |
+35,322
| New | +$6.62M | 0.87% | 43 |
|
|
2019
Q3 | – | Sell |
-677
| Closed | -$103K | – | 308 |
|
|
2019
Q2 | $103K | Buy |
+677
| New | +$103K | 0.01% | 262 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$41K | – | 298 |
|
|
2018
Q4 | $41K | Buy |
+300
| New | +$41K | 0.01% | 394 |
|