MAWCM
Mine & Arao Wealth Creation & Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
1,094
-50
| -4% | -$13.6K | 0.13% | 61 |
|
|
2025
Q1 | $307K | Sell |
1,144
-5
| -0.4% | -$1.34K | 0.15% | 58 |
|
|
2024
Q4 | $384K | Buy |
1,149
+15
| +1% | +$5.02K | 0.18% | 50 |
|
|
2024
Q3 | $310K | Hold |
1,134
| – | – | 0.14% | 61 |
|
|
2024
Q2 | $292K | Hold |
1,134
| – | – | 0.14% | 60 |
|
|
2024
Q1 | $342K | Sell |
1,134
-25
| -2% | -$7.53K | 0.17% | 58 |
|
|
2023
Q4 | $305K | Buy |
1,159
+381
| +49% | +$100K | 0.16% | 58 |
|
|
2023
Q3 | $158K | Hold |
778
| – | – | 0.1% | 74 |
|
|
2023
Q2 | $164K | Hold |
778
| – | – | 0.1% | 76 |
|
|
2023
Q1 | $155K | Hold |
778
| – | – | 0.1% | 77 |
|
|
2022
Q4 | $103K | Buy |
778
+16
| +2% | +$2.12K | 0.08% | 98 |
|
|
2022
Q3 | $110K | Buy |
762
+10
| +1% | +$1.44K | 0.08% | 89 |
|
|
2022
Q2 | $124K | Hold |
752
| – | – | 0.09% | 86 |
|
|
2022
Q1 | $160K | Hold |
752
| – | – | 0.09% | 76 |
|
|
2021
Q4 | $191K | Hold |
752
| – | – | 0.11% | 68 |
|
|
2021
Q3 | $204K | Buy |
752
+2
| +0.3% | +$543 | 0.12% | 68 |
|
|
2021
Q2 | $183K | Hold |
750
| – | – | 0.11% | 75 |
|
|
2021
Q1 | $159K | Hold |
750
| – | – | 0.11% | 81 |
|
|
2020
Q4 | $167K | Hold |
750
| – | – | 0.12% | 69 |
|
|
2020
Q3 | $188K | Hold |
750
| – | – | 0.15% | 59 |
|
|
2020
Q2 | $140K | Hold |
750
| – | – | 0.13% | 62 |
|
|
2020
Q1 | $108K | Hold |
750
| – | – | 0.13% | 67 |
|
|
2019
Q4 | $122K | Buy |
+750
| New | +$122K | 0.11% | 71 |
|