FWM
FSA Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5K | Buy |
94
+1
| +1% | +$271 | 0.01% | 214 |
|
|
2025
Q1 | $25.1K | Hold |
93
| – | – | 0.01% | 202 |
|
|
2024
Q4 | $31.2K | Sell |
93
-99
| -52% | -$33.2K | 0.01% | 190 |
|
|
2024
Q3 | $52.6K | Buy |
+192
| New | +$52.6K | 0.02% | 159 |
|
|
2024
Q1 | $37.9K | Sell |
126
-27
| -18% | -$8.13K | 0.02% | 178 |
|
|
2023
Q4 | $40K | Buy |
+153
| New | +$40K | 0.02% | 160 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$56K | – | 89 |
|
|
2020
Q4 | $56K | Buy |
+250
| New | +$56K | 0.03% | 116 |
|
|
2020
Q3 | – | Sell |
-250
| Closed | -$47K | – | 121 |
|
|
2020
Q2 | $47K | Hold |
250
| – | – | 0.03% | 122 |
|
|
2020
Q1 | $36K | Hold |
250
| – | – | 0.03% | 124 |
|
|
2019
Q4 | $41K | Buy |
+250
| New | +$41K | 0.03% | 148 |
|