FNWM
Financial Network Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $218K | Hold |
816
| – | – | 0.08% | 106 |
|
|
2024
Q4 | $272K | Hold |
816
| – | – | 0.1% | 95 |
|
|
2024
Q3 | $223K | Hold |
816
| – | – | 0.08% | 110 |
|
|
2024
Q2 | $209K | Buy |
+816
| New | +$209K | 0.08% | 106 |
|
|
2024
Q1 | – | Sell |
-816
| Closed | -$214K | – | 54 |
|
|
2023
Q4 | $214K | Buy |
+816
| New | +$214K | 0.09% | 102 |
|
|
2022
Q2 | – | Sell |
-1,096
| Closed | -$233K | – | 104 |
|
|
2022
Q1 | $233K | Hold |
1,096
| – | – | 0.12% | 98 |
|
|
2021
Q4 | $279K | Buy |
1,096
+50
| +5% | +$12.7K | 0.14% | 85 |
|
|
2021
Q3 | $284K | Hold |
1,046
| – | – | 0.16% | 83 |
|
|
2021
Q2 | $256K | Hold |
1,046
| – | – | 0.15% | 86 |
|
|
2021
Q1 | $222K | Buy |
1,046
+100
| +11% | +$21.2K | 0.14% | 92 |
|
|
2020
Q4 | $211K | Buy |
+946
| New | +$211K | 0.17% | 84 |
|