LWM
Liberty Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
+2,076
| New | +$566K | 0.09% | 116 |
|
|
2025
Q1 | – | Sell |
-1,821
| Closed | -$609K | – | 163 |
|
|
2024
Q4 | $609K | Buy |
1,821
+923
| +103% | +$309K | 0.1% | 102 |
|
|
2024
Q3 | $246K | Sell |
898
-7,992
| -90% | -$2.19M | 0.04% | 180 |
|
|
2024
Q2 | $244K | Buy |
8,890
+8,066
| +979% | +$221K | 0.04% | 173 |
|
|
2024
Q1 | $249K | Sell |
824
-49
| -6% | -$14.8K | 0.05% | 157 |
|
|
2023
Q4 | $230K | Buy |
+873
| New | +$230K | 0.05% | 148 |
|
|
2023
Q3 | – | Sell |
-998
| Closed | -$211K | – | 177 |
|
|
2023
Q2 | $211K | Sell |
998
-525
| -34% | -$111K | 0.05% | 178 |
|
|
2023
Q1 | $299K | Buy |
+1,523
| New | +$299K | 0.06% | 175 |
|
|
2022
Q1 | – | Sell |
-848
| Closed | -$215 | – | 163 |
|
|
2021
Q4 | $215 | Sell |
848
-498
| -37% | -$126 | 0.01% | 155 |
|
|
2021
Q3 | $373K | Buy |
1,346
+395
| +42% | +$109K | 0.13% | 98 |
|
|
2021
Q2 | $232K | Buy |
951
+440
| +86% | +$107K | 0.09% | 115 |
|
|
2021
Q1 | $116K | Hold |
511
| – | – | 0.06% | 163 |
|
|
2020
Q4 | $116K | Buy |
511
+9
| +2% | +$2.04K | 0.06% | 161 |
|
|
2020
Q3 | $126K | Sell |
502
-2
| -0.4% | -$502 | 0.07% | 140 |
|
|
2020
Q2 | $94K | Buy |
504
+247
| +96% | +$46.1K | 0.07% | 152 |
|
|
2020
Q1 | $37K | Buy |
257
+7
| +3% | +$1.01K | 0.03% | 247 |
|
|
2019
Q4 | $41K | Buy |
250
+135
| +117% | +$22.1K | 0.03% | 283 |
|
|
2019
Q3 | $17K | Sell |
115
-220
| -66% | -$32.5K | 0.02% | 415 |
|
|
2019
Q2 | $51K | Buy |
335
+223
| +199% | +$33.9K | 0.04% | 242 |
|
|
2019
Q1 | $17K | Buy |
112
+7
| +7% | +$1.06K | 0.01% | 366 |
|
|
2018
Q4 | $14K | Buy |
+105
| New | +$14K | 0.01% | 374 |
|