EWM
Evermay Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Buy |
2,607
+16
| +0.6% | +$4.37K | 0.09% | 105 |
|
|
2025
Q1 | $695K | Sell |
2,591
-20
| -0.8% | -$5.37K | 0.09% | 97 |
|
|
2024
Q4 | $874K | Sell |
2,611
-102
| -4% | -$34.1K | 0.13% | 87 |
|
|
2024
Q3 | $743K | Sell |
2,713
-66
| -2% | -$18.1K | 0.12% | 101 |
|
|
2024
Q2 | $714K | Buy |
2,779
+900
| +48% | +$231K | 0.11% | 99 |
|
|
2024
Q1 | $566K | Buy |
1,879
+91
| +5% | +$27.4K | 0.09% | 119 |
|
|
2023
Q4 | $470K | Buy |
1,788
+433
| +32% | +$114K | 0.09% | 110 |
|
|
2023
Q3 | $275K | Sell |
1,355
-24
| -2% | -$4.87K | 0.06% | 136 |
|
|
2023
Q2 | $291K | Sell |
1,379
-10
| -0.7% | -$2.11K | 0.06% | 140 |
|
|
2023
Q1 | $277K | Sell |
1,389
-260
| -16% | -$51.9K | 0.06% | 144 |
|
|
2022
Q4 | $219K | Sell |
1,649
-200
| -11% | -$26.5K | 0.04% | 160 |
|
|
2022
Q3 | $266K | Sell |
1,849
-55
| -3% | -$7.91K | 0.05% | 142 |
|
|
2022
Q2 | $314K | Buy |
1,904
+154
| +9% | +$25.4K | 0.06% | 131 |
|
|
2022
Q1 | $372K | Sell |
1,750
-195
| -10% | -$41.5K | 0.06% | 133 |
|
|
2021
Q4 | $494K | Buy |
1,945
+64
| +3% | +$16.3K | 0.09% | 99 |
|
|
2021
Q3 | $510K | Sell |
1,881
-686
| -27% | -$186K | 0.1% | 86 |
|
|
2021
Q2 | $627K | Sell |
2,567
-43
| -2% | -$10.5K | 0.12% | 74 |
|
|
2021
Q1 | $553K | Buy |
2,610
+86
| +3% | +$18.2K | 0.11% | 83 |
|
|
2020
Q4 | $562K | Buy |
2,524
+1,164
| +86% | +$259K | 0.12% | 77 |
|
|
2020
Q3 | $342K | Hold |
1,360
| – | – | 0.08% | 108 |
|
|
2020
Q2 | $255K | Sell |
1,360
-155
| -10% | -$29.1K | 0.07% | 125 |
|
|
2020
Q1 | $218K | Hold |
1,515
| – | – | 0.07% | 128 |
|
|
2019
Q4 | $246K | Sell |
1,515
-90
| -6% | -$14.6K | 0.06% | 141 |
|
|
2019
Q3 | $238K | Buy |
+1,605
| New | +$238K | 0.06% | 134 |
|