KWMG
King Wealth Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
2,455
+1,026
| +72% | +$280K | 0.09% | 83 |
|
|
2025
Q1 | $383K | Buy |
+1,429
| New | +$383K | 0.06% | 110 |
|
|
2024
Q4 | – | Sell |
-1,423
| Closed | -$389K | – | 156 |
|
|
2024
Q3 | $389K | Sell |
1,423
-1,379
| -49% | -$377K | 0.06% | 105 |
|
|
2024
Q2 | $720K | Buy |
2,802
+2,132
| +318% | +$548K | 0.12% | 69 |
|
|
2024
Q1 | $202K | Buy |
+670
| New | +$202K | 0.04% | 139 |
|
|
2023
Q3 | – | Sell |
-1,464
| Closed | -$309K | – | 146 |
|
|
2023
Q2 | $309K | Sell |
1,464
-48
| -3% | -$10.1K | 0.06% | 112 |
|
|
2023
Q1 | $302K | Sell |
1,512
-2,000
| -57% | -$399K | 0.07% | 111 |
|
|
2022
Q4 | $466K | Sell |
3,512
-2,550
| -42% | -$338K | 0.11% | 83 |
|
|
2022
Q3 | $872K | Sell |
6,062
-388
| -6% | -$55.8K | 0.22% | 60 |
|
|
2022
Q2 | $1.07M | Sell |
6,450
-10,434
| -62% | -$1.72M | 0.26% | 52 |
|
|
2022
Q1 | $3.59M | Sell |
16,884
-1,596
| -9% | -$339K | 0.7% | 30 |
|
|
2021
Q4 | $4.7M | Sell |
18,480
-1,282
| -6% | -$326K | 0.87% | 26 |
|
|
2021
Q3 | $5.36M | Sell |
19,762
-1,278
| -6% | -$347K | 1.1% | 23 |
|
|
2021
Q2 | $5.14M | Sell |
21,040
-24,671
| -54% | -$6.03M | 1.05% | 23 |
|
|
2021
Q1 | $9.69M | Buy |
45,711
+127
| +0.3% | +$26.9K | 2.17% | 16 |
|
|
2020
Q4 | $10.1M | Buy |
45,584
+9,692
| +27% | +$2.16M | 2.38% | 10 |
|
|
2020
Q3 | $9.02M | Buy |
35,892
+845
| +2% | +$212K | 2.34% | 11 |
|
|
2020
Q2 | $6.57M | Sell |
35,047
-6,243
| -15% | -$1.17M | 1.93% | 13 |
|
|
2020
Q1 | $5.95M | Sell |
41,290
-1,250
| -3% | -$180K | 2.57% | 11 |
|
|
2019
Q4 | $6.92M | Buy |
42,540
+706
| +2% | +$115K | 1.83% | 17 |
|
|
2019
Q3 | $6.21M | Buy |
41,834
+2,217
| +6% | +$329K | 1.78% | 17 |
|
|
2019
Q2 | $6.01M | Buy |
39,617
+3,927
| +11% | +$596K | 1.8% | 18 |
|
|
2019
Q1 | $5.65M | Buy |
35,690
+7,967
| +29% | +$1.26M | 1.77% | 16 |
|
|
2018
Q4 | $3.8M | Buy |
27,723
+518
| +2% | +$70.9K | 1.37% | 21 |
|
|
2018
Q3 | $4.33M | Buy |
+27,205
| New | +$4.33M | 1.35% | 21 |
|