KMWM
Keudell/Morrison Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
7,054
+1,406
| +25% | +$383K | 0.43% | 48 |
|
|
2025
Q1 | $1.52M | Buy |
5,648
+306
| +6% | +$82.1K | 0.36% | 51 |
|
|
2024
Q4 | $1.79M | Sell |
5,342
-16
| -0.3% | -$5.35K | 0.47% | 47 |
|
|
2024
Q3 | $1.47M | Sell |
5,358
-1,049
| -16% | -$287K | 0.4% | 51 |
|
|
2024
Q2 | $1.65M | Buy |
6,407
+72
| +1% | +$18.5K | 0.48% | 44 |
|
|
2024
Q1 | $1.91M | Sell |
6,335
-12
| -0.2% | -$3.61K | 0.58% | 36 |
|
|
2023
Q4 | $1.67M | Sell |
6,347
-2
| -0% | -$526 | 0.55% | 36 |
|
|
2023
Q3 | $1.29M | Hold |
6,349
| – | – | 0.39% | 50 |
|
|
2023
Q2 | $1.34M | Sell |
6,349
-279
| -4% | -$58.9K | 0.39% | 51 |
|
|
2023
Q1 | $1.32M | Buy |
6,628
+1,072
| +19% | +$214K | 0.39% | 47 |
|
|
2022
Q4 | $737K | Sell |
5,556
-1,246
| -18% | -$165K | 0.24% | 76 |
|
|
2022
Q3 | $978K | Buy |
6,802
+26
| +0.4% | +$3.74K | 0.37% | 54 |
|
|
2022
Q2 | $1.12M | Sell |
6,776
-177
| -3% | -$29.2K | 0.41% | 52 |
|
|
2022
Q1 | $1.48M | Sell |
6,953
-61
| -0.9% | -$12.9K | 0.62% | 40 |
|
|
2021
Q4 | $1.78M | Sell |
7,014
-4
| -0.1% | -$1.02K | 0.7% | 32 |
|
|
2021
Q3 | $1.9M | Sell |
7,018
-70
| -1% | -$19K | 0.82% | 26 |
|
|
2021
Q2 | $1.73M | Buy |
7,088
+728
| +11% | +$178K | 0.95% | 26 |
|
|
2021
Q1 | $1.35M | Buy |
6,360
+548
| +9% | +$116K | 0.78% | 38 |
|
|
2020
Q4 | $1.29M | Buy |
5,812
+699
| +14% | +$156K | 0.82% | 34 |
|
|
2020
Q3 | $1.29M | Sell |
5,113
-117
| -2% | -$29.4K | 0.83% | 31 |
|
|
2020
Q2 | $980K | Buy |
5,230
+121
| +2% | +$22.7K | 0.81% | 38 |
|
|
2020
Q1 | $736K | Buy |
5,109
+1,367
| +37% | +$197K | 0.72% | 51 |
|
|
2019
Q4 | $609K | Buy |
3,742
+1,355
| +57% | +$221K | 0.42% | 71 |
|
|
2019
Q3 | $354K | Sell |
2,387
-14
| -0.6% | -$2.08K | 0.29% | 95 |
|
|
2019
Q2 | $340K | Sell |
2,401
-32
| -1% | -$4.53K | 0.3% | 95 |
|
|
2019
Q1 | $385K | Buy |
+2,433
| New | +$385K | 0.34% | 90 |
|