HHRDM
H&H Retirement Design & Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
1,867
+27
| +1% | +$7.08K | 0.27% | 54 |
|
|
2025
Q1 | $435K | Buy |
1,840
+2
| +0.1% | +$473 | 0.29% | 50 |
|
|
2024
Q4 | $569K | Sell |
1,838
-197
| -10% | -$61K | 0.35% | 49 |
|
|
2024
Q3 | $587K | Buy |
2,035
+489
| +32% | +$141K | 0.35% | 51 |
|
|
2024
Q2 | $393K | Buy |
1,546
+482
| +45% | +$122K | 0.24% | 62 |
|
|
2024
Q1 | $291K | Buy |
+1,064
| New | +$291K | 0.19% | 73 |
|