HH
HWG Holdings’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,269
| Closed | -$1.15M | – | 67 |
|
|
2025
Q1 | $1.15M | Sell |
4,269
-1,396
| -25% | -$375K | 0.51% | 26 |
|
|
2024
Q4 | $1.89M | Buy |
+5,665
| New | +$1.89M | 0.62% | 31 |
|
|
2023
Q4 | $1.06M | Buy |
4,016
+3,980
| +11,056% | +$1.05M | 0.47% | 32 |
|
|
2023
Q3 | $7.3K | Hold |
36
| – | – | ﹤0.01% | 96 |
|
|
2023
Q2 | $7.61K | Buy |
+36
| New | +$7.61K | ﹤0.01% | 98 |
|
|
2019
Q2 | – | Sell |
-7,105
| Closed | -$1.13M | – | 115 |
|
|
2019
Q1 | $1.13M | Buy |
+7,105
| New | +$1.13M | 1.12% | 23 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | -$1K | – | 91 |
|
|
2018
Q3 | $1K | Sell |
7
-14,854
| -100% | -$2.12M | ﹤0.01% | 87 |
|
|
2018
Q2 | $2.03M | Sell |
14,861
-5,511
| -27% | -$752K | 1.68% | 17 |
|
|
2018
Q1 | $2.37M | Buy |
20,372
+17,594
| +633% | +$2.05M | 2.2% | 12 |
|
|
2017
Q4 | $284K | Buy |
+2,778
| New | +$284K | 0.24% | 52 |
|