MWM
Modera Wealth Management’s Sprinklr CXM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
119,347
| – | – | 0.01% | 331 |
|
|
2025
Q1 | $997K | Sell |
119,347
-10
| -0% | -$84 | 0.01% | 322 |
|
|
2024
Q4 | $1.01M | Buy |
119,357
+10
| +0% | +$85 | 0.01% | 327 |
|
|
2024
Q3 | $923K | Hold |
119,347
| – | – | 0.01% | 321 |
|
|
2024
Q2 | $1.15M | Sell |
119,347
-200,000
| -63% | -$1.92M | 0.02% | 275 |
|
|
2024
Q1 | $3.92M | Hold |
319,347
| – | – | 0.06% | 179 |
|
|
2023
Q4 | $3.84M | Sell |
319,347
-100,000
| -24% | -$1.2M | 0.06% | 176 |
|
|
2023
Q3 | $5.8M | Sell |
419,347
-157,211
| -27% | -$2.18M | 0.11% | 131 |
|
|
2023
Q2 | $7.97M | Sell |
576,558
-739,564
| -56% | -$10.2M | 0.14% | 118 |
|
|
2023
Q1 | $17.1M | Sell |
1,316,122
-921,000
| -41% | -$11.9M | 0.66% | 38 |
|
|
2022
Q4 | $18.3M | Buy |
+2,237,122
| New | +$18.3M | 0.74% | 34 |
|