EWM
EPG Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
7,770
+122
| +2% | +$33.3K | 0.64% | 40 |
|
|
2025
Q1 | $2.05M | Buy |
7,648
+395
| +5% | +$106K | 0.57% | 39 |
|
|
2024
Q4 | $2.43M | Sell |
7,253
-443
| -6% | -$148K | 0.64% | 31 |
|
|
2024
Q3 | $2.11M | Buy |
+7,696
| New | +$2.11M | 0.53% | 45 |
|
|
2024
Q2 | – | Sell |
-8,264
| Closed | -$2.49M | – | 45 |
|
|
2024
Q1 | $2.49M | Buy |
8,264
+39
| +0.5% | +$11.7K | 0.61% | 35 |
|
|
2023
Q4 | $2.31M | Buy |
8,225
+1,277
| +18% | +$359K | 0.61% | 36 |
|
|
2023
Q3 | $1.41M | Sell |
6,948
-27
| -0.4% | -$5.48K | 0.43% | 59 |
|
|
2023
Q2 | $1.47M | Buy |
6,975
+392
| +6% | +$82.8K | 0.44% | 53 |
|
|
2023
Q1 | $1.32M | Sell |
6,583
-63
| -0.9% | -$12.6K | 0.41% | 63 |
|
|
2022
Q4 | $881K | Buy |
6,646
+183
| +3% | +$24.3K | 0.34% | 72 |
|
|
2022
Q3 | $930K | Sell |
6,463
-189
| -3% | -$27.2K | 0.38% | 61 |
|
|
2022
Q2 | $1.1M | Sell |
6,652
-556
| -8% | -$91.8K | 0.47% | 52 |
|
|
2022
Q1 | $1.53M | Buy |
7,208
+143
| +2% | +$30.4K | 0.53% | 43 |
|
|
2021
Q4 | $1.8M | Buy |
7,065
+930
| +15% | +$237K | 0.63% | 32 |
|
|
2021
Q3 | $1.66M | Buy |
6,135
+154
| +3% | +$41.8K | 0.67% | 31 |
|
|
2021
Q2 | $1.46M | Sell |
5,981
-62
| -1% | -$15.1K | 0.62% | 36 |
|
|
2021
Q1 | $1.28M | Sell |
6,043
-278
| -4% | -$58.9K | 0.62% | 34 |
|
|
2020
Q4 | $1.41M | Buy |
6,321
+1,253
| +25% | +$279K | 0.84% | 28 |
|
|
2020
Q3 | $1.27M | Sell |
5,068
-322
| -6% | -$80.9K | 0.94% | 25 |
|
|
2020
Q2 | $1.01M | Buy |
5,390
+903
| +20% | +$169K | 0.72% | 36 |
|
|
2020
Q1 | $646K | Sell |
4,487
-225
| -5% | -$32.4K | 0.47% | 54 |
|
|
2019
Q4 | $766K | Buy |
+4,712
| New | +$766K | 0.56% | 40 |
|