EHWM
Eads & Heald Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Buy |
3,342
+232
| +7% | +$63.2K | 0.45% | 87 |
|
|
2025
Q1 | $835K | Buy |
3,110
+249
| +9% | +$66.9K | 0.42% | 93 |
|
|
2024
Q4 | $957K | Buy |
2,861
+20
| +0.7% | +$6.69K | 0.47% | 86 |
|
|
2024
Q3 | $778K | Buy |
2,841
+207
| +8% | +$56.7K | 0.37% | 96 |
|
|
2024
Q2 | $677K | Buy |
2,634
+200
| +8% | +$51.4K | 0.33% | 102 |
|
|
2024
Q1 | $733K | Buy |
2,434
+553
| +29% | +$167K | 0.34% | 101 |
|
|
2023
Q4 | $495K | Sell |
1,881
-110
| -6% | -$28.9K | 0.24% | 112 |
|
|
2023
Q3 | $404K | Sell |
1,991
-100
| -5% | -$20.3K | 0.21% | 117 |
|
|
2023
Q2 | $442K | Sell |
2,091
-330
| -14% | -$69.8K | 0.22% | 117 |
|
|
2023
Q1 | $484K | Sell |
2,421
-205
| -8% | -$41K | 0.24% | 113 |
|
|
2022
Q4 | $348K | Sell |
2,626
-1,637
| -38% | -$217K | 0.18% | 123 |
|
|
2022
Q3 | $613K | Buy |
4,263
+2,217
| +108% | +$319K | 0.35% | 102 |
|
|
2022
Q2 | $338K | Sell |
2,046
-825
| -29% | -$136K | 0.18% | 119 |
|
|
2022
Q1 | $610K | Sell |
2,871
-1,737
| -38% | -$369K | 0.28% | 107 |
|
|
2021
Q4 | $1.17M | Buy |
4,608
+20
| +0.4% | +$5.08K | 0.51% | 87 |
|
|
2021
Q3 | $1.24M | Buy |
4,588
+114
| +3% | +$30.9K | 0.6% | 81 |
|
|
2021
Q2 | $1.09M | Sell |
4,474
-95
| -2% | -$23.2K | 0.53% | 83 |
|
|
2021
Q1 | $968K | Buy |
4,569
+120
| +3% | +$25.4K | 0.5% | 86 |
|
|
2020
Q4 | $990K | Buy |
+4,449
| New | +$990K | 0.53% | 80 |
|