EWM
Elmwood Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
8,001
-76
| -0.9% | -$20.7K | 0.86% | 46 |
|
|
2025
Q1 | $2.17M | Sell |
8,077
-85
| -1% | -$22.8K | 0.89% | 45 |
|
|
2024
Q4 | $2.73M | Buy |
8,162
+1,539
| +23% | +$515K | 1.1% | 35 |
|
|
2024
Q3 | $1.81M | Sell |
6,623
-319
| -5% | -$87.3K | 0.75% | 53 |
|
|
2024
Q2 | $1.78M | Sell |
6,942
-40
| -0.6% | -$10.3K | 0.79% | 46 |
|
|
2024
Q1 | $2.1M | Buy |
6,982
+1,574
| +29% | +$474K | 0.9% | 37 |
|
|
2023
Q4 | $1.42M | Sell |
5,408
-1,781
| -25% | -$469K | 1% | 30 |
|
|
2023
Q3 | $1.46M | Sell |
7,189
-30
| -0.4% | -$6.08K | 0.7% | 48 |
|
|
2023
Q2 | $1.53M | Sell |
7,219
-203
| -3% | -$42.9K | 0.71% | 46 |
|
|
2023
Q1 | $1.48M | Sell |
7,422
-851
| -10% | -$170K | 0.7% | 48 |
|
|
2022
Q4 | $1.1M | Sell |
8,273
-13
| -0.2% | -$1.72K | 0.55% | 63 |
|
|
2022
Q3 | $1.19M | Sell |
8,286
-50
| -0.6% | -$7.19K | 0.59% | 54 |
|
|
2022
Q2 | $1.38M | Hold |
8,336
| – | – | 0.78% | 50 |
|
|
2022
Q1 | $1.77M | Buy |
8,336
+285
| +4% | +$60.5K | 0.91% | 42 |
|
|
2021
Q4 | $2.05M | Buy |
+8,051
| New | +$2.05M | 0.98% | 36 |
|
|
2021
Q2 | $2.05M | Hold |
8,378
| – | – | 1.08% | 32 |
|
|
2021
Q1 | $1.78M | Buy |
+8,378
| New | +$1.78M | 1.08% | 29 |
|
|
2020
Q3 | $1.3M | Hold |
6,920
| – | – | 1.05% | 29 |
|
|
2020
Q2 | $1.3M | Sell |
6,920
-3,190
| -32% | -$597K | 1.05% | 29 |
|
|
2020
Q1 | $1.18M | Buy |
10,110
+2,585
| +34% | +$301K | 1.12% | 33 |
|
|
2019
Q4 | $1.22M | Sell |
7,525
-260
| -3% | -$42.3K | 1.07% | 30 |
|
|
2019
Q3 | $1.16M | Sell |
7,785
-92
| -1% | -$13.7K | 1.17% | 29 |
|
|
2019
Q2 | $1.2M | Sell |
7,877
-379
| -5% | -$57.5K | 1.06% | 30 |
|
|
2019
Q1 | $1.31M | Sell |
8,256
-1,435
| -15% | -$227K | 1.21% | 29 |
|
|
2018
Q4 | $1.33M | Buy |
9,691
+127
| +1% | +$17.4K | 1.28% | 24 |
|
|
2018
Q3 | $1.52M | Sell |
9,564
-121
| -1% | -$19.2K | 1.26% | 23 |
|
|
2018
Q2 | $1.32M | Sell |
9,685
-425
| -4% | -$58K | 1.2% | 29 |
|
|
2018
Q1 | $1.18M | Buy |
+10,110
| New | +$1.18M | 1.12% | 33 |
|