MHWM
Montz Harcus Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-777
| Closed | -$209K | – | 85 |
|
|
2025
Q1 | $209K | Buy |
777
+1
| +0.1% | +$268 | 0.11% | 74 |
|
|
2024
Q4 | $259K | Sell |
776
-16
| -2% | -$5.35K | 0.15% | 58 |
|
|
2024
Q3 | $217K | Buy |
792
+6
| +0.8% | +$1.64K | 0.13% | 70 |
|
|
2024
Q2 | $202K | Buy |
786
+73
| +10% | +$18.8K | 0.13% | 68 |
|
|
2024
Q1 | $215K | Buy |
+713
| New | +$215K | 0.15% | 63 |
|