MWM
Mattern Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
1,325
-310
| -19% | -$84.6K | 0.08% | 108 |
|
|
2025
Q1 | $439K | Buy |
1,635
+21
| +1% | +$5.64K | 0.1% | 106 |
|
|
2024
Q4 | $540K | Buy |
1,614
+170
| +12% | +$56.8K | 0.12% | 96 |
|
|
2024
Q3 | $395K | Sell |
1,444
-98
| -6% | -$26.8K | 0.09% | 122 |
|
|
2024
Q2 | $396K | Buy |
1,542
+172
| +13% | +$44.2K | 0.1% | 122 |
|
|
2024
Q1 | $413K | Hold |
1,370
| – | – | 0.1% | 122 |
|
|
2023
Q4 | $361K | Buy |
1,370
+315
| +30% | +$82.9K | 0.09% | 127 |
|
|
2023
Q3 | $214K | Buy |
1,055
+20
| +2% | +$4.06K | 0.06% | 160 |
|
|
2023
Q2 | $219K | Sell |
1,035
-250
| -19% | -$52.8K | 0.06% | 158 |
|
|
2023
Q1 | $257K | Buy |
+1,285
| New | +$257K | 0.09% | 149 |
|
|
2022
Q4 | – | Sell |
-1,434
| Closed | -$206K | – | 163 |
|
|
2022
Q3 | $206K | Buy |
1,434
+10
| +0.7% | +$1.44K | 0.08% | 151 |
|
|
2022
Q2 | $235K | Sell |
1,424
-300
| -17% | -$49.5K | 0.09% | 136 |
|
|
2022
Q1 | $366K | Buy |
1,724
+50
| +3% | +$10.6K | 0.12% | 111 |
|
|
2021
Q4 | $425K | Sell |
1,674
-55
| -3% | -$14K | 0.12% | 118 |
|
|
2021
Q3 | $469K | Hold |
1,729
| – | – | 0.16% | 111 |
|
|
2021
Q2 | $412K | Sell |
1,729
-21
| -1% | -$5K | 0.13% | 125 |
|
|
2021
Q1 | $371K | Sell |
1,750
-5
| -0.3% | -$1.06K | 0.13% | 124 |
|
|
2020
Q4 | $391K | Buy |
1,755
+5
| +0.3% | +$1.11K | 0.15% | 116 |
|
|
2020
Q3 | $440K | Buy |
1,750
+5
| +0.3% | +$1.26K | 0.19% | 103 |
|
|
2020
Q2 | $327K | Buy |
1,745
+125
| +8% | +$23.4K | 0.16% | 111 |
|
|
2020
Q1 | $233K | Buy |
1,620
+200
| +14% | +$28.8K | 0.17% | 108 |
|
|
2019
Q4 | $231K | Buy |
+1,420
| New | +$231K | 0.14% | 122 |
|