MSWM
McGlone Suttner Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Sell |
2,950
-103
| -3% | -$28.1K | 0.12% | 86 |
|
|
2025
Q1 | $819K | Buy |
3,053
+237
| +8% | +$63.6K | 0.13% | 81 |
|
|
2024
Q4 | $941K | Buy |
2,816
+545
| +24% | +$182K | 0.16% | 66 |
|
|
2024
Q3 | $622K | Sell |
2,271
-374
| -14% | -$102K | 0.13% | 87 |
|
|
2024
Q2 | $696K | Sell |
2,645
-211
| -7% | -$55.5K | 0.14% | 68 |
|
|
2024
Q1 | $860K | Buy |
2,856
+211
| +8% | +$63.6K | 0.16% | 68 |
|
|
2023
Q4 | $696K | Sell |
2,645
-530
| -17% | -$139K | 0.14% | 68 |
|
|
2023
Q3 | $644K | Buy |
3,175
+7
| +0.2% | +$1.42K | 0.15% | 67 |
|
|
2023
Q2 | $669K | Buy |
3,168
+102
| +3% | +$21.6K | 0.15% | 66 |
|
|
2023
Q1 | $613K | Buy |
3,066
+18
| +0.6% | +$3.6K | 0.16% | 61 |
|
|
2022
Q4 | $404K | Buy |
+3,048
| New | +$404K | 0.13% | 79 |
|