ISWM
Independent Solutions Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
1,870
-38
| -2% | -$10.4K | 0.1% | 123 |
|
|
2025
Q1 | $512K | Sell |
1,908
-142
| -7% | -$38.1K | 0.11% | 123 |
|
|
2024
Q4 | $685K | Sell |
2,050
-90
| -4% | -$30.1K | 0.15% | 117 |
|
|
2024
Q3 | $586K | Buy |
2,140
+145
| +7% | +$39.7K | 0.13% | 110 |
|
|
2024
Q2 | $513K | Sell |
1,995
-5,555
| -74% | -$1.43M | 0.12% | 115 |
|
|
2024
Q1 | $2.27M | Sell |
7,550
-267
| -3% | -$80.4K | 0.54% | 56 |
|
|
2023
Q4 | $2.06M | Buy |
7,817
+1,342
| +21% | +$353K | 0.53% | 56 |
|
|
2023
Q3 | $1.31M | Buy |
6,475
+5,403
| +504% | +$1.1M | 0.34% | 68 |
|
|
2023
Q2 | $226K | Buy |
+1,072
| New | +$226K | 0.06% | 200 |
|
|
2022
Q2 | – | Sell |
-2,405
| Closed | -$511K | – | 226 |
|
|
2022
Q1 | $511K | Buy |
2,405
+123
| +5% | +$26.1K | 0.12% | 133 |
|
|
2021
Q4 | $580K | Buy |
2,282
+236
| +12% | +$60K | 0.14% | 127 |
|
|
2021
Q3 | $555K | Buy |
2,046
+268
| +15% | +$72.7K | 0.14% | 130 |
|
|
2021
Q2 | $434K | Buy |
1,778
+686
| +63% | +$168K | 0.11% | 143 |
|
|
2021
Q1 | $231K | Sell |
1,092
-80
| -7% | -$17K | 0.06% | 180 |
|
|
2020
Q4 | $261K | Buy |
1,172
+187
| +19% | +$41.6K | 0.08% | 159 |
|
|
2020
Q3 | $248K | Buy |
+985
| New | +$248K | 0.09% | 145 |
|
|
2020
Q1 | – | Sell |
-1,589
| Closed | -$258K | – | 132 |
|
|
2019
Q4 | $258K | Buy |
+1,589
| New | +$258K | 0.11% | 136 |
|