McGlone Suttner Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Sell |
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|
2025
Q1 | $819K | Buy |
|
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|
2024
Q4 | $941K | Buy |
|
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|
2024
Q3 | $622K | Sell |
|
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|
2024
Q2 | $696K | Sell |
|
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|
2024
Q1 | $860K | Buy |
|
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|
2023
Q4 | $696K | Sell |
|
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|
2023
Q3 | $644K | Buy |
|
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|
2023
Q2 | $669K | Buy |
|
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|
2023
Q1 | $613K | Buy |
|
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|
2022
Q4 | $404K | Buy |
|