MWM
MinichMacGregor Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-717
| Closed | -$240K | – | 128 |
|
|
2024
Q4 | $240K | Buy |
+717
| New | +$240K | 0.05% | 109 |
|
|
2023
Q1 | – | Sell |
-232
| Closed | -$30.8K | – | 204 |
|
|
2022
Q4 | $30.8K | Buy |
+232
| New | +$30.8K | 0.01% | 236 |
|
|
2018
Q4 | – | Sell |
-106
| Closed | -$16K | – | 181 |
|
|
2018
Q3 | $16K | Sell |
106
-1
| -0.9% | -$151 | 0.01% | 248 |
|
|
2018
Q2 | $15K | Hold |
107
| – | – | 0.01% | 245 |
|
|
2018
Q1 | $12K | Sell |
107
-5
| -4% | -$561 | 0.01% | 279 |
|
|
2017
Q4 | $11K | Sell |
112
-2
| -2% | -$196 | 0.01% | 285 |
|
|
2017
Q3 | $10K | Hold |
114
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $9K | Sell |
114
-32
| -22% | -$2.53K | 0.01% | 285 |
|
|
2017
Q1 | $12K | Sell |
146
-32
| -18% | -$2.63K | 0.01% | 245 |
|
|
2016
Q4 | $12K | Buy |
178
+29
| +19% | +$1.96K | 0.01% | 234 |
|
|
2016
Q3 | $10K | Sell |
149
-1
| -0.7% | -$67 | 0.01% | 261 |
|
|
2016
Q2 | $11K | Hold |
150
| – | – | 0.01% | 244 |
|
|
2016
Q1 | $11K | Sell |
150
-30
| -17% | -$2.2K | 0.01% | 234 |
|
|
2015
Q4 | $13K | Buy |
+180
| New | +$13K | 0.01% | 203 |
|