MTWM
Masso Torrence Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,751
+249
| +7% | +$67.9K | 0.47% | 39 |
|
|
2025
Q1 | $940K | Buy |
3,502
+122
| +4% | +$32.7K | 0.5% | 39 |
|
|
2024
Q4 | $1.13M | Buy |
3,380
+153
| +5% | +$51.2K | 0.59% | 32 |
|
|
2024
Q3 | $883K | Sell |
3,227
-173
| -5% | -$47.4K | 0.48% | 40 |
|
|
2024
Q2 | $874K | Buy |
3,400
+158
| +5% | +$40.6K | 0.48% | 40 |
|
|
2024
Q1 | $976K | Buy |
3,242
+90
| +3% | +$27.1K | 0.58% | 40 |
|
|
2023
Q4 | $829K | Buy |
3,152
+553
| +21% | +$146K | 0.57% | 41 |
|
|
2023
Q3 | $527K | Sell |
2,599
-71
| -3% | -$14.4K | 0.41% | 54 |
|
|
2023
Q2 | $564K | Buy |
2,670
+40
| +2% | +$8.45K | 0.41% | 50 |
|
|
2023
Q1 | $525K | Sell |
2,630
-461
| -15% | -$92.1K | 0.42% | 53 |
|
|
2022
Q4 | $410K | Sell |
3,091
-1,025
| -25% | -$136K | 0.33% | 61 |
|
|
2022
Q3 | $592K | Buy |
4,116
+372
| +10% | +$53.5K | 0.52% | 39 |
|
|
2022
Q2 | $618K | Buy |
3,744
+253
| +7% | +$41.8K | 0.54% | 36 |
|
|
2022
Q1 | $741K | Buy |
3,491
+141
| +4% | +$29.9K | 0.59% | 36 |
|
|
2021
Q4 | $851K | Buy |
+3,350
| New | +$851K | 0.6% | 39 |
|