HNW
High Note Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
1,525
-1,222
| -44% | -$333K | 0.1% | 83 |
|
|
2025
Q1 | $737K | Sell |
2,747
-7
| -0.3% | -$1.88K | 0.18% | 57 |
|
|
2024
Q4 | $921K | Buy |
2,754
+51
| +2% | +$17.1K | 0.24% | 50 |
|
|
2024
Q3 | $740K | Sell |
2,703
-9
| -0.3% | -$2.46K | 0.21% | 57 |
|
|
2024
Q2 | $697K | Buy |
2,712
+48
| +2% | +$12.3K | 0.21% | 56 |
|
|
2024
Q1 | $802K | Buy |
2,664
+864
| +48% | +$260K | 0.26% | 56 |
|
|
2023
Q4 | $474K | Buy |
1,800
+311
| +21% | +$81.8K | 0.18% | 66 |
|
|
2023
Q3 | $302K | Buy |
1,489
+49
| +3% | +$9.94K | 0.12% | 79 |
|
|
2023
Q2 | $304K | Sell |
1,440
-1
| -0.1% | -$211 | 0.12% | 77 |
|
|
2023
Q1 | $288K | Buy |
+1,441
| New | +$288K | 0.12% | 78 |
|
|
2022
Q4 | – | Sell |
-15,180
| Closed | -$2.43M | – | 95 |
|
|
2022
Q3 | $2.43M | Sell |
15,180
-480
| -3% | -$76.7K | 0.97% | 32 |
|
|
2022
Q2 | $2.59M | Buy |
15,660
+263
| +2% | +$43.4K | 1.01% | 29 |
|
|
2022
Q1 | $3.27M | Sell |
15,397
-276
| -2% | -$58.6K | 1.15% | 24 |
|
|
2021
Q4 | $3.98M | Buy |
15,673
+1,645
| +12% | +$418K | 1.34% | 25 |
|
|
2021
Q3 | $3.81M | Buy |
14,028
+197
| +1% | +$53.4K | 1.37% | 24 |
|
|
2021
Q2 | $3.38M | Sell |
13,831
-276
| -2% | -$67.4K | 1.23% | 26 |
|
|
2021
Q1 | $2.99M | Buy |
14,107
+907
| +7% | +$192K | 1.16% | 32 |
|
|
2020
Q4 | $2.94M | Buy |
+13,200
| New | +$2.94M | 1.25% | 25 |
|