FWI
Facet Wealth Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
1,282
-102
| -7% | -$26.4K | 0.01% | 119 |
|
|
2025
Q1 | $377K | Sell |
1,384
-153
| -10% | -$41.7K | 0.01% | 96 |
|
|
2024
Q4 | $501K | Sell |
1,537
-1,464
| -49% | -$477K | 0.01% | 90 |
|
|
2024
Q3 | $884K | Buy |
3,001
+1,944
| +184% | +$573K | 0.03% | 68 |
|
|
2024
Q2 | $273K | Sell |
1,057
-32
| -3% | -$8.26K | 0.01% | 112 |
|
|
2024
Q1 | $300K | Buy |
+1,089
| New | +$300K | 0.01% | 93 |
|