MWM
Marietta Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Buy |
26,520
+974
| +4% | +$266K | 0.94% | 35 |
|
|
2025
Q1 | $6.86M | Buy |
25,546
+965
| +4% | +$259K | 1.01% | 39 |
|
|
2024
Q4 | $8.22M | Buy |
24,581
+310
| +1% | +$104K | 1.18% | 29 |
|
|
2024
Q3 | $6.64M | Buy |
24,271
+1,076
| +5% | +$295K | 0.97% | 40 |
|
|
2024
Q2 | $5.96M | Buy |
23,195
+723
| +3% | +$186K | 0.93% | 40 |
|
|
2024
Q1 | $6.77M | Sell |
22,472
-2,585
| -10% | -$779K | 1.12% | 32 |
|
|
2023
Q4 | $6.59M | Sell |
25,057
-363
| -1% | -$95.5K | 1.17% | 34 |
|
|
2023
Q3 | $5.15M | Sell |
25,420
-371
| -1% | -$75.2K | 1.02% | 42 |
|
|
2023
Q2 | $5.45M | Sell |
25,791
-52
| -0.2% | -$11K | 1.03% | 44 |
|
|
2023
Q1 | $5.16M | Buy |
25,843
+2,009
| +8% | +$401K | 1.1% | 46 |
|
|
2022
Q4 | $3.16M | Sell |
23,834
-3,763
| -14% | -$499K | 0.71% | 66 |
|
|
2022
Q3 | $3.97M | Buy |
27,597
+1,394
| +5% | +$201K | 0.99% | 44 |
|
|
2022
Q2 | $4.33M | Buy |
26,203
+2,638
| +11% | +$435K | 1.05% | 43 |
|
|
2022
Q1 | $5M | Buy |
23,565
+1,654
| +8% | +$351K | 1.05% | 41 |
|
|
2021
Q4 | $5.57M | Buy |
21,911
+197
| +0.9% | +$50.1K | 1.12% | 36 |
|
|
2021
Q3 | $5.89M | Buy |
21,714
+706
| +3% | +$191K | 1.29% | 30 |
|
|
2021
Q2 | $5.13M | Buy |
21,008
+775
| +4% | +$189K | 1.16% | 34 |
|
|
2021
Q1 | $4.29M | Buy |
20,233
+2,260
| +13% | +$479K | 1.07% | 37 |
|
|
2020
Q4 | $4M | Buy |
17,973
+1,587
| +10% | +$353K | 1.1% | 34 |
|
|
2020
Q3 | $4.12M | Sell |
16,386
-660
| -4% | -$166K | 1.28% | 26 |
|
|
2020
Q2 | $3.19M | Buy |
17,046
+998
| +6% | +$187K | 1.09% | 42 |
|
|
2020
Q1 | $2.31M | Buy |
16,048
+2,065
| +15% | +$297K | 0.9% | 50 |
|
|
2019
Q4 | $2.27M | Buy |
13,983
+2,570
| +23% | +$418K | 0.75% | 63 |
|
|
2019
Q3 | $1.69M | Buy |
+11,413
| New | +$1.69M | 0.62% | 66 |
|