IFWM
Institute for Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
10,190
-142
| -1% | -$38.7K | 0.31% | 65 |
|
|
2025
Q1 | $2.77M | Sell |
10,332
-59
| -0.6% | -$15.8K | 0.36% | 55 |
|
|
2024
Q4 | $3.47M | Sell |
10,391
-123
| -1% | -$41.1K | 0.44% | 42 |
|
|
2024
Q3 | $2.88M | Buy |
10,514
+569
| +6% | +$156K | 0.36% | 56 |
|
|
2024
Q2 | $2.56M | Buy |
9,945
+939
| +10% | +$241K | 0.34% | 60 |
|
|
2024
Q1 | $2.71M | Buy |
9,006
+18
| +0.2% | +$5.42K | 0.35% | 53 |
|
|
2023
Q4 | $2.37M | Sell |
8,988
-663
| -7% | -$174K | 0.38% | 54 |
|
|
2023
Q3 | $1.96M | Sell |
9,651
-199
| -2% | -$40.4K | 0.35% | 68 |
|
|
2023
Q2 | $2.08M | Buy |
9,850
+496
| +5% | +$105K | 0.35% | 65 |
|
|
2023
Q1 | $1.87M | Sell |
9,354
-41
| -0.4% | -$8.19K | 0.36% | 67 |
|
|
2022
Q4 | $1.25M | Sell |
9,395
-1,130
| -11% | -$150K | 0.26% | 102 |
|
|
2022
Q3 | $1.51M | Sell |
10,525
-198
| -2% | -$28.5K | 0.34% | 77 |
|
|
2022
Q2 | $1.77M | Buy |
10,723
+242
| +2% | +$39.9K | 0.35% | 70 |
|
|
2022
Q1 | $2.23M | Buy |
10,481
+851
| +9% | +$181K | 0.36% | 63 |
|
|
2021
Q4 | $2.45M | Buy |
9,630
+403
| +4% | +$102K | 0.4% | 58 |
|
|
2021
Q3 | $2.5M | Buy |
9,227
+110
| +1% | +$29.8K | 0.44% | 50 |
|
|
2021
Q2 | $2.23M | Sell |
9,117
-67
| -0.7% | -$16.4K | 0.39% | 61 |
|
|
2021
Q1 | $1.95M | Buy |
9,184
+196
| +2% | +$41.5K | 0.37% | 67 |
|
|
2020
Q4 | $2M | Buy |
8,988
+483
| +6% | +$107K | 0.4% | 61 |
|
|
2020
Q3 | $2.14M | Buy |
8,505
+220
| +3% | +$55.3K | 0.49% | 41 |
|
|
2020
Q2 | $1.55M | Buy |
8,285
+64
| +0.8% | +$12K | 0.38% | 56 |
|
|
2020
Q1 | $1.18M | Sell |
8,221
-494
| -6% | -$71.1K | 0.37% | 66 |
|
|
2019
Q4 | $1.42M | Buy |
8,715
+6
| +0.1% | +$976 | 0.32% | 77 |
|
|
2019
Q3 | $1.29M | Buy |
8,709
+3,121
| +56% | +$463K | 0.33% | 78 |
|
|
2019
Q2 | $848K | Sell |
5,588
-315
| -5% | -$47.8K | 0.19% | 158 |
|
|
2019
Q1 | $935K | Buy |
5,903
+446
| +8% | +$70.6K | 0.2% | 137 |
|
|
2018
Q4 | $747K | Buy |
+5,457
| New | +$747K | 0.31% | 102 |
|
|
2017
Q3 | – | Sell |
-3,398
| Closed | -$294K | – | 272 |
|
|
2017
Q2 | $294K | Buy |
+3,398
| New | +$294K | 0.08% | 316 |
|
|
2013
Q3 | – | Sell |
-116
| Closed | -$4K | – | 77 |
|
|
2013
Q2 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 100 |
|