KWM
Keebeck Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-739
| Closed | -$247K | – | 277 |
|
|
2024
Q4 | $247K | Buy |
+739
| New | +$247K | 0.04% | 234 |
|
|
2022
Q1 | – | Sell |
-790
| Closed | -$201K | – | 238 |
|
|
2021
Q4 | $201K | Sell |
790
-100
| -11% | -$25.4K | 0.04% | 211 |
|
|
2021
Q3 | $241K | Sell |
890
-357
| -29% | -$96.7K | 0.05% | 190 |
|
|
2021
Q2 | $305K | Buy |
1,247
+268
| +27% | +$65.5K | 0.04% | 205 |
|
|
2021
Q1 | $207K | Buy |
+979
| New | +$207K | 0.03% | 224 |
|
|
2020
Q3 | – | Sell |
-324
| Closed | -$60K | – | 214 |
|
|
2020
Q2 | $60K | Buy |
+324
| New | +$60K | 0.02% | 204 |
|
|
2020
Q1 | – | Sell |
-575
| Closed | -$93K | – | 178 |
|
|
2019
Q4 | $93K | Buy |
+575
| New | +$93K | 0.03% | 191 |
|