MPPLM
Midwest Professional Planners Ltd (MPPL)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
15,162
+162
| +1% | +$44.2K | 1.09% | 27 |
|
|
2025
Q1 | $4.03M | Sell |
15,000
-702
| -4% | -$188K | 1.25% | 18 |
|
|
2024
Q4 | $5.25M | Buy |
15,702
+491
| +3% | +$164K | 1.57% | 12 |
|
|
2024
Q3 | $4.16M | Buy |
15,211
+1,004
| +7% | +$275K | 1.27% | 16 |
|
|
2024
Q2 | $3.65M | Buy |
14,207
+794
| +6% | +$204K | 1.22% | 18 |
|
|
2024
Q1 | $4.04M | Buy |
13,413
+2,013
| +18% | +$606K | 1.42% | 15 |
|
|
2023
Q4 | $3M | Buy |
11,400
+1,012
| +10% | +$266K | 1.2% | 17 |
|
|
2023
Q3 | $2.11M | Buy |
10,388
+1,474
| +17% | +$299K | 0.95% | 32 |
|
|
2023
Q2 | $1.88M | Buy |
8,914
+2,138
| +32% | +$452K | 0.82% | 34 |
|
|
2023
Q1 | $1.35M | Buy |
6,776
+549
| +9% | +$110K | 0.66% | 42 |
|
|
2022
Q4 | $826K | Buy |
6,227
+325
| +6% | +$43.1K | 0.46% | 63 |
|
|
2022
Q3 | $849K | Buy |
5,902
+385
| +7% | +$55.4K | 0.51% | 57 |
|
|
2022
Q2 | $910K | Buy |
5,517
+324
| +6% | +$53.4K | 0.51% | 53 |
|
|
2022
Q1 | $1.1M | Buy |
5,193
+356
| +7% | +$75.6K | 0.54% | 52 |
|
|
2021
Q4 | $1.23M | Buy |
4,837
+108
| +2% | +$27.4K | 0.6% | 52 |
|
|
2021
Q3 | $1.28M | Buy |
4,729
+53
| +1% | +$14.4K | 0.68% | 46 |
|
|
2021
Q2 | $1.14M | Buy |
4,676
+2,257
| +93% | +$551K | 0.6% | 49 |
|
|
2021
Q1 | $348K | Sell |
2,419
-2,175
| -47% | -$313K | 0.34% | 62 |
|
|
2020
Q4 | $1.02M | Buy |
4,594
+792
| +21% | +$176K | 0.63% | 45 |
|
|
2020
Q3 | $956K | Buy |
3,802
+322
| +9% | +$81K | 0.67% | 43 |
|
|
2020
Q2 | $652K | Buy |
3,480
+1,061
| +44% | +$199K | 0.51% | 55 |
|
|
2020
Q1 | $348K | Buy |
2,419
+91
| +4% | +$13.1K | 0.34% | 63 |
|
|
2019
Q4 | $379K | Buy |
2,328
+75
| +3% | +$12.2K | 0.31% | 68 |
|
|
2019
Q3 | $334K | Buy |
2,253
+34
| +2% | +$5.04K | 0.3% | 71 |
|
|
2019
Q2 | $337K | Buy |
2,219
+10
| +0.5% | +$1.52K | 0.31% | 71 |
|
|
2019
Q1 | $350K | Buy |
+2,209
| New | +$350K | 0.34% | 65 |
|