HWM
Hohimer Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
1,204
+63
| +6% | +$17.2K | 0.06% | 177 |
|
|
2025
Q1 | $306K | Sell |
1,141
-3,825
| -77% | -$1.03M | 0.06% | 194 |
|
|
2024
Q4 | $1.66M | Buy |
4,966
+425
| +9% | +$142K | 0.31% | 89 |
|
|
2024
Q3 | $1.24M | Buy |
4,541
+154
| +4% | +$42.2K | 0.27% | 97 |
|
|
2024
Q2 | $1.13M | Buy |
+4,387
| New | +$1.13M | 0.26% | 101 |
|
|
2022
Q4 | – | Sell |
-17,131
| Closed | -$2.46M | – | 181 |
|
|
2022
Q3 | $2.46M | Buy |
17,131
+223
| +1% | +$32.1K | 0.79% | 54 |
|
|
2022
Q2 | $2.79M | Sell |
16,908
-1,745
| -9% | -$288K | 0.82% | 49 |
|
|
2022
Q1 | $3.96M | Buy |
18,653
+747
| +4% | +$159K | 0.78% | 38 |
|
|
2021
Q4 | $4.55M | Sell |
17,906
-1,064
| -6% | -$270K | 0.96% | 25 |
|
|
2021
Q3 | $5.15M | Buy |
18,970
+1,666
| +10% | +$452K | 1.08% | 22 |
|
|
2021
Q2 | $4.23M | Buy |
17,304
+790
| +5% | +$193K | 0.87% | 38 |
|
|
2021
Q1 | $3.5M | Buy |
16,514
+1,425
| +9% | +$302K | 0.85% | 39 |
|
|
2020
Q4 | $3.36M | Buy |
15,089
+108
| +0.7% | +$24K | 0.89% | 30 |
|
|
2020
Q3 | $3.82M | Buy |
14,981
+232
| +2% | +$59.2K | 1.09% | 19 |
|
|
2020
Q2 | $2.76M | Buy |
14,749
+3,012
| +26% | +$564K | 0.95% | 26 |
|
|
2020
Q1 | $1.85M | Sell |
11,737
-256
| -2% | -$40.4K | 0.78% | 47 |
|
|
2019
Q4 | $1.95M | Buy |
+11,993
| New | +$1.95M | 0.68% | 48 |
|