LWP
LMG Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
6,364
+248
| +4% | +$67.6K | 0.36% | 74 |
|
|
2025
Q1 | $1.64M | Buy |
6,116
+255
| +4% | +$68.4K | 0.37% | 73 |
|
|
2024
Q4 | $1.96M | Buy |
5,861
+368
| +7% | +$123K | 0.43% | 64 |
|
|
2024
Q3 | $1.5M | Buy |
5,493
+1,290
| +31% | +$353K | 0.34% | 70 |
|
|
2024
Q2 | $1.08M | Buy |
4,203
+504
| +14% | +$130K | 0.27% | 79 |
|
|
2024
Q1 | $1.11M | Buy |
+3,699
| New | +$1.11M | 0.28% | 80 |
|