MWM
Marion Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
12,979
+919
| +8% | +$251K | 0.89% | 29 |
|
|
2025
Q1 | $3.24M | Buy |
12,060
+10,990
| +1,027% | +$2.95M | 0.86% | 29 |
|
|
2024
Q4 | $358K | Buy |
1,070
+165
| +18% | +$55.2K | 0.09% | 101 |
|
|
2024
Q3 | $248K | Buy |
905
+85
| +10% | +$23.3K | 0.07% | 116 |
|
|
2024
Q2 | $211K | Buy |
820
+134
| +20% | +$34.5K | 0.06% | 118 |
|
|
2024
Q1 | $207K | Buy |
+686
| New | +$207K | 0.06% | 120 |
|