MWM
Moran Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
20,346
-3,056
| -13% | -$833K | 0.17% | 167 |
|
|
2025
Q1 | $6.28M | Buy |
23,402
+139
| +0.6% | +$37.3K | 0.21% | 144 |
|
|
2024
Q4 | $7.78M | Sell |
23,263
-289
| -1% | -$96.6K | 0.25% | 120 |
|
|
2024
Q3 | $6.45M | Sell |
23,552
-55,715
| -70% | -$15.2M | 0.2% | 143 |
|
|
2024
Q2 | $20.4M | Buy |
79,267
+12,731
| +19% | +$3.27M | 0.67% | 40 |
|
|
2024
Q1 | $20M | Sell |
66,536
-190
| -0.3% | -$57.2K | 0.65% | 45 |
|
|
2023
Q4 | $17.6M | Sell |
66,726
-3,731
| -5% | -$982K | 0.62% | 45 |
|
|
2023
Q3 | $14.3M | Buy |
+70,457
| New | +$14.3M | 0.55% | 65 |
|