MMPW
Mitchell McLeod Pugh & Williams’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
3,306
+60
| +2% | +$16.4K | 0.17% | 125 |
|
|
2025
Q1 | $871K | Buy |
3,246
+672
| +26% | +$180K | 0.18% | 121 |
|
|
2024
Q4 | $861K | Buy |
2,574
+184
| +8% | +$61.5K | 0.18% | 115 |
|
|
2024
Q3 | $654K | Buy |
2,390
+10
| +0.4% | +$2.74K | 0.14% | 147 |
|
|
2024
Q2 | $612K | Buy |
2,380
+189
| +9% | +$48.6K | 0.14% | 146 |
|
|
2024
Q1 | $660K | Sell |
2,191
-3
| -0.1% | -$904 | 0.16% | 142 |
|
|
2023
Q4 | $577K | Buy |
2,194
+100
| +5% | +$26.3K | 0.15% | 146 |
|
|
2023
Q3 | $425K | Hold |
2,094
| – | – | 0.13% | 160 |
|
|
2023
Q2 | $442K | Buy |
2,094
+346
| +20% | +$73.1K | 0.13% | 160 |
|
|
2023
Q1 | $349K | Buy |
1,748
+15
| +0.9% | +$3K | 0.11% | 185 |
|
|
2022
Q4 | $230K | Sell |
1,733
-259
| -13% | -$34.3K | 0.08% | 218 |
|
|
2022
Q3 | $287K | Buy |
+1,992
| New | +$287K | 0.11% | 183 |
|
|
2022
Q2 | – | Sell |
-1,013
| Closed | -$215K | – | 222 |
|
|
2022
Q1 | $215K | Sell |
1,013
-15
| -1% | -$3.18K | 0.07% | 214 |
|
|
2021
Q4 | $261K | Buy |
1,028
+30
| +3% | +$7.62K | 0.09% | 202 |
|
|
2021
Q3 | $271K | Buy |
+998
| New | +$271K | 0.1% | 194 |
|