IHT Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
15,118
+1,235
| +9% | +$337K | 0.11% | 176 |
|
|
2025
Q1 | $3.73M | Buy |
13,883
+2,759
| +25% | +$741K | 0.12% | 176 |
|
|
2024
Q4 | $3.72M | Sell |
11,124
-3,415
| -23% | -$1.14M | 0.12% | 166 |
|
|
2024
Q3 | $3.98M | Buy |
14,539
+3,967
| +38% | +$1.09M | 0.11% | 189 |
|
|
2024
Q2 | $2.72M | Buy |
10,572
+1,316
| +14% | +$338K | 0.1% | 199 |
|
|
2024
Q1 | $2.79M | Buy |
9,256
+257
| +3% | +$77.4K | 0.11% | 190 |
|
|
2023
Q4 | $2.37M | Buy |
8,999
+921
| +11% | +$242K | 0.11% | 195 |
|
|
2023
Q3 | $1.64M | Buy |
8,078
+152
| +2% | +$30.8K | 0.08% | 232 |
|
|
2023
Q2 | $1.67M | Sell |
7,926
-48
| -0.6% | -$10.1K | 0.09% | 216 |
|
|
2023
Q1 | $1.59M | Buy |
7,974
+391
| +5% | +$78.1K | 0.09% | 222 |
|
|
2022
Q4 | $1.01M | Sell |
7,583
-1,637
| -18% | -$217K | 0.06% | 294 |
|
|
2022
Q3 | $1.33M | Buy |
9,220
+2,155
| +31% | +$310K | 0.1% | 225 |
|
|
2022
Q2 | $1.17M | Sell |
7,065
-1,866
| -21% | -$308K | 0.1% | 210 |
|
|
2022
Q1 | $1.9M | Buy |
8,931
+1,183
| +15% | +$251K | 0.14% | 149 |
|
|
2021
Q4 | $1.97M | Buy |
7,748
+532
| +7% | +$135K | 0.15% | 141 |
|
|
2021
Q3 | $1.96M | Sell |
7,216
-1,250
| -15% | -$339K | 0.16% | 136 |
|
|
2021
Q2 | $2.07M | Sell |
8,466
-352
| -4% | -$86K | 0.13% | 163 |
|
|
2021
Q1 | $1.87M | Buy |
8,818
+2,439
| +38% | +$517K | 0.13% | 160 |
|
|
2020
Q4 | $1.42M | Buy |
6,379
+1,145
| +22% | +$255K | 0.12% | 180 |
|
|
2020
Q3 | $1.32M | Sell |
5,234
-809
| -13% | -$203K | 0.13% | 165 |
|
|
2020
Q2 | $1.13M | Sell |
6,043
-2,836
| -32% | -$531K | 0.16% | 145 |
|
|
2020
Q1 | $1.28M | Buy |
8,879
+64
| +0.7% | +$9.21K | 0.18% | 130 |
|
|
2019
Q4 | $1.43M | Sell |
8,815
-1,600
| -15% | -$260K | 0.17% | 142 |
|
|
2019
Q3 | $1.55M | Buy |
10,415
+3,694
| +55% | +$549K | 0.21% | 117 |
|
|
2019
Q2 | $1.02M | Buy |
6,721
+3,361
| +100% | +$510K | 0.15% | 151 |
|
|
2019
Q1 | $532K | Buy |
3,360
+1,213
| +56% | +$192K | 0.09% | 258 |
|
|
2018
Q4 | $294K | Buy |
2,147
+229
| +12% | +$31.4K | 0.06% | 336 |
|
|
2018
Q3 | $305K | Buy |
1,918
+71
| +4% | +$11.3K | 0.07% | 319 |
|
|
2018
Q2 | $252K | Buy |
1,847
+137
| +8% | +$18.7K | 0.06% | 338 |
|
|
2018
Q1 | $197K | Buy |
1,710
+8
| +0.5% | +$922 | 0.05% | 351 |
|
|
2017
Q4 | $185K | Buy |
1,702
+391
| +30% | +$42.5K | 0.05% | 364 |
|
|
2017
Q3 | $126K | Buy |
1,311
+578
| +79% | +$55.6K | 0.05% | 312 |
|
|
2017
Q2 | $1 | Buy |
733
+100
| +16% | – | ﹤0.01% | 1288 |
|
|
2017
Q1 | $54K | Buy |
633
+140
| +28% | +$11.9K | 0.04% | 399 |
|
|
2016
Q4 | $35K | Buy |
+493
| New | +$35K | 0.03% | 470 |
|