KSWWM
Keyes Stange & Wooten Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
781
-20
| -2% | -$5.45K | 0.11% | 66 |
|
|
2025
Q1 | $215K | Sell |
801
-36
| -4% | -$9.66K | 0.12% | 62 |
|
|
2024
Q4 | $280K | Sell |
837
-27
| -3% | -$9.03K | 0.16% | 60 |
|
|
2024
Q3 | $236K | Sell |
864
-18
| -2% | -$4.93K | 0.14% | 61 |
|
|
2024
Q2 | $227K | Buy |
882
+24
| +3% | +$6.17K | 0.16% | 59 |
|
|
2024
Q1 | $258K | Sell |
858
-16
| -2% | -$4.82K | 0.23% | 52 |
|
|
2023
Q4 | $230K | Buy |
+874
| New | +$230K | 0.24% | 51 |
|