FWM
Finer Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
12,398
+159
| +1% | +$43.4K | 1.81% | 15 |
|
|
2025
Q1 | $3.28M | Buy |
12,239
+172
| +1% | +$46.2K | 1.97% | 13 |
|
|
2024
Q4 | $4.03M | Buy |
12,067
+15
| +0.1% | +$5.02K | 2.31% | 12 |
|
|
2024
Q3 | $3.3M | Buy |
12,052
+105
| +0.9% | +$28.7K | 2.04% | 13 |
|
|
2024
Q2 | $3.07M | Sell |
11,947
-246
| -2% | -$63.2K | 1.98% | 13 |
|
|
2024
Q1 | $3.67M | Buy |
12,193
+781
| +7% | +$235K | 2.41% | 12 |
|
|
2023
Q4 | $3M | Buy |
11,412
+241
| +2% | +$63.4K | 2.24% | 12 |
|
|
2023
Q3 | $2.27M | Buy |
11,171
+387
| +4% | +$78.5K | 1.81% | 19 |
|
|
2023
Q2 | $2.28M | Buy |
10,784
+141
| +1% | +$29.8K | 1.78% | 20 |
|
|
2023
Q1 | $2.13M | Buy |
10,643
+176
| +2% | +$35.2K | 1.8% | 20 |
|
|
2022
Q4 | $1.39M | Sell |
10,467
-790
| -7% | -$105K | 1.3% | 27 |
|
|
2022
Q3 | $1.62M | Buy |
11,257
+190
| +2% | +$27.3K | 1.59% | 22 |
|
|
2022
Q2 | $1.83M | Buy |
11,067
+419
| +4% | +$69.1K | 1.67% | 21 |
|
|
2022
Q1 | $2.26M | Sell |
10,648
-407
| -4% | -$86.4K | 1.85% | 20 |
|
|
2021
Q4 | $2.81M | Buy |
+11,055
| New | +$2.81M | 2.33% | 12 |
|