LWM
LJI Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
1,731
+3
| +0.2% | +$818 | 0.08% | 94 |
|
|
2025
Q1 | $464K | Buy |
1,728
+107
| +7% | +$28.7K | 0.09% | 90 |
|
|
2024
Q4 | $542K | Buy |
1,621
+26
| +2% | +$8.69K | 0.11% | 82 |
|
|
2024
Q3 | $437K | Sell |
1,595
-16
| -1% | -$4.38K | 0.09% | 119 |
|
|
2024
Q2 | $414K | Buy |
+1,611
| New | +$414K | 0.09% | 113 |
|
|
2024
Q1 | – | Sell |
-1,511
| Closed | -$398K | – | 155 |
|
|
2023
Q4 | $398K | Sell |
1,511
-56
| -4% | -$14.7K | 0.1% | 105 |
|
|
2023
Q3 | $318K | Buy |
1,567
+254
| +19% | +$51.5K | 0.09% | 119 |
|
|
2023
Q2 | $277K | Hold |
1,313
| – | – | 0.08% | 125 |
|
|
2023
Q1 | $262K | Sell |
1,313
-321
| -20% | -$64.1K | 0.08% | 125 |
|
|
2022
Q4 | $217K | Buy |
+1,634
| New | +$217K | 0.08% | 127 |
|