Laidlaw Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-781
| Closed | -$210K | – | 55 |
|
|
2025
Q1 | $210K | Sell |
781
-3,622
| -82% | -$972K | 0.62% | 45 |
|
|
2024
Q4 | $1.47M | Buy |
4,403
+2,101
| +91% | +$702K | 0.64% | 40 |
|
|
2024
Q3 | $630K | Sell |
2,302
-8
| -0.3% | -$2.19K | 0.31% | 91 |
|
|
2024
Q2 | $594K | Buy |
2,310
+106
| +5% | +$27.3K | 0.33% | 85 |
|
|
2024
Q1 | $664K | Sell |
2,204
-2,961
| -57% | -$892K | 0.37% | 81 |
|
|
2023
Q4 | $1.36M | Sell |
5,165
-238
| -4% | -$62.6K | 0.49% | 59 |
|
|
2023
Q3 | $1.1M | Sell |
5,403
-113
| -2% | -$22.9K | 0.36% | 83 |
|
|
2023
Q2 | $1.17M | Sell |
5,516
-1,478
| -21% | -$312K | 0.23% | 106 |
|
|
2023
Q1 | $1.4M | Sell |
6,994
-630
| -8% | -$126K | 0.29% | 95 |
|
|
2022
Q4 | $1.01M | Buy |
7,624
+1,788
| +31% | +$237K | 0.22% | 119 |
|
|
2022
Q3 | $839K | Sell |
5,836
-1,856
| -24% | -$267K | 0.2% | 125 |
|
|
2022
Q2 | $1.27M | Sell |
7,692
-1,003
| -12% | -$165K | 0.26% | 106 |
|
|
2022
Q1 | $1.85M | Buy |
8,695
+1,325
| +18% | +$281K | 0.31% | 89 |
|
|
2021
Q4 | $1.87M | Buy |
7,370
+163
| +2% | +$41.4K | 0.3% | 90 |
|
|
2021
Q3 | $1.96M | Buy |
7,207
+235
| +3% | +$63.7K | 0.5% | 53 |
|
|
2021
Q2 | $1.7M | Sell |
6,972
-206
| -3% | -$50.3K | 0.44% | 65 |
|
|
2021
Q1 | $1.52M | Buy |
7,178
+72
| +1% | +$15.3K | 0.52% | 56 |
|
|
2020
Q4 | $1.58M | Buy |
7,106
+2,923
| +70% | +$650K | 0.33% | 81 |
|
|
2020
Q3 | $1.05M | Buy |
4,183
+126
| +3% | +$31.7K | 0.47% | 69 |
|
|
2020
Q2 | $760K | Buy |
4,057
+404
| +11% | +$75.7K | 0.4% | 72 |
|
|
2020
Q1 | $526K | Sell |
3,653
-197
| -5% | -$28.4K | 0.34% | 86 |
|
|
2019
Q4 | $626K | Buy |
+3,850
| New | +$626K | 0.4% | 80 |
|