HWP
Highline Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
980
+9
| +0.9% | +$2.46K | 0.08% | 86 |
|
|
2025
Q1 | $261K | Sell |
971
-14
| -1% | -$3.76K | 0.09% | 84 |
|
|
2024
Q4 | $329K | Buy |
985
+17
| +2% | +$5.68K | 0.11% | 80 |
|
|
2024
Q3 | $265K | Buy |
968
+398
| +70% | +$109K | 0.09% | 92 |
|
|
2024
Q2 | $147K | Sell |
570
-22
| -4% | -$5.66K | 0.06% | 101 |
|
|
2024
Q1 | $178K | Buy |
592
+48
| +9% | +$14.5K | 0.07% | 102 |
|
|
2023
Q4 | $143K | Buy |
544
+27
| +5% | +$7.11K | 0.07% | 101 |
|
|
2023
Q3 | $105K | Buy |
517
+338
| +189% | +$68.5K | 0.06% | 97 |
|
|
2023
Q2 | $37.8K | Hold |
179
| – | – | 0.02% | 114 |
|
|
2023
Q1 | $35.8K | Hold |
179
| – | – | 0.02% | 113 |
|
|
2022
Q4 | $23.7K | Sell |
179
-50
| -22% | -$6.63K | 0.02% | 125 |
|
|
2022
Q3 | $32.9K | Buy |
+229
| New | +$32.9K | 0.03% | 102 |
|