MWM
Modern Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
2,572
-178
| -6% | -$48.5K | 0.02% | 418 |
|
|
2025
Q1 | $738K | Buy |
2,750
+714
| +35% | +$192K | 0.02% | 351 |
|
|
2024
Q4 | $681K | Buy |
2,036
+687
| +51% | +$230K | 0.03% | 311 |
|
|
2024
Q3 | $369K | Buy |
1,349
+164
| +14% | +$44.9K | 0.02% | 299 |
|
|
2024
Q2 | $305K | Buy |
1,185
+294
| +33% | +$75.6K | 0.02% | 308 |
|
|
2024
Q1 | $268K | Buy |
+891
| New | +$268K | 0.02% | 253 |
|