MWM
Mission Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Sell |
24,346
-119
| -0.5% | -$32.4K | 0.14% | 88 |
|
|
2025
Q1 | $6.57M | Buy |
24,465
+434
| +2% | +$116K | 0.16% | 80 |
|
|
2024
Q4 | $8.03M | Buy |
24,031
+4,457
| +23% | +$1.49M | 0.19% | 65 |
|
|
2024
Q3 | $5.36M | Buy |
19,574
+1,357
| +7% | +$371K | 0.13% | 83 |
|
|
2024
Q2 | $4.68M | Sell |
18,217
-3,865
| -18% | -$994K | 0.12% | 90 |
|
|
2024
Q1 | $6.65M | Buy |
22,082
+10,820
| +96% | +$3.26M | 0.17% | 84 |
|
|
2023
Q4 | $2.96M | Buy |
11,262
+383
| +4% | +$101K | 0.1% | 106 |
|
|
2023
Q3 | $2.21M | Buy |
10,879
+17
| +0.2% | +$3.45K | 0.08% | 115 |
|
|
2023
Q2 | $2.29M | Buy |
10,862
+181
| +2% | +$38.2K | 0.09% | 119 |
|
|
2023
Q1 | $2.13M | Buy |
10,681
+29
| +0.3% | +$5.79K | 0.09% | 123 |
|
|
2022
Q4 | $1.41M | Sell |
10,652
-216
| -2% | -$28.6K | 0.07% | 148 |
|
|
2022
Q3 | $1.56M | Buy |
10,868
+1,353
| +14% | +$195K | 0.08% | 124 |
|
|
2022
Q2 | $1.57M | Buy |
9,515
+2,050
| +27% | +$338K | 0.08% | 125 |
|
|
2022
Q1 | $1.59M | Sell |
7,465
-492
| -6% | -$104K | 0.07% | 127 |
|
|
2021
Q4 | $2.02M | Buy |
7,957
+96
| +1% | +$24.4K | 0.09% | 108 |
|
|
2021
Q3 | $2.13M | Buy |
7,861
+273
| +4% | +$74K | 0.11% | 96 |
|
|
2021
Q2 | $1.85M | Buy |
7,588
+1,451
| +24% | +$354K | 0.1% | 105 |
|
|
2021
Q1 | $1.3M | Buy |
6,137
+426
| +7% | +$90.2K | 0.08% | 122 |
|
|
2020
Q4 | $1.27M | Buy |
5,711
+687
| +14% | +$153K | 0.08% | 117 |
|
|
2020
Q3 | $1.26M | Buy |
5,024
+169
| +3% | +$42.5K | 0.09% | 100 |
|
|
2020
Q2 | $909K | Sell |
4,855
-168
| -3% | -$31.5K | 0.08% | 118 |
|
|
2020
Q1 | $723K | Buy |
5,023
+689
| +16% | +$99.2K | 0.08% | 118 |
|
|
2019
Q4 | $705K | Buy |
4,334
+206
| +5% | +$33.5K | 0.07% | 145 |
|
|
2019
Q3 | $613K | Sell |
4,128
-69
| -2% | -$10.2K | 0.07% | 148 |
|
|
2019
Q2 | $637K | Sell |
4,197
-20
| -0.5% | -$3.04K | 0.07% | 141 |
|
|
2019
Q1 | $668K | Buy |
4,217
+539
| +15% | +$85.4K | 0.08% | 132 |
|
|
2018
Q4 | $504K | Buy |
3,678
+338
| +10% | +$46.3K | 0.07% | 144 |
|
|
2018
Q3 | $531K | Buy |
3,340
+659
| +25% | +$105K | 0.07% | 144 |
|
|
2018
Q2 | $366K | Buy |
+2,681
| New | +$366K | 0.05% | 170 |
|