MFWM
Motley Fool Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9M | Sell |
138,930
-18,683
| -12% | -$5.09M | 2.29% | 8 |
|
|
2025
Q1 | $42.3M | Sell |
157,613
-22,476
| -12% | -$6.03M | 2.5% | 9 |
|
|
2024
Q4 | $59.8M | Sell |
180,089
-11,305
| -6% | -$3.75M | 3.09% | 5 |
|
|
2024
Q3 | $52.4M | Sell |
191,394
-9,447
| -5% | -$2.59M | 2.63% | 6 |
|
|
2024
Q2 | $51.5M | Sell |
200,841
-5,146
| -2% | -$1.32M | 2.62% | 8 |
|
|
2024
Q1 | $62M | Sell |
205,987
-6,019
| -3% | -$1.81M | 3.2% | 5 |
|
|
2023
Q4 | $55.5M | Sell |
212,006
-7,706
| -4% | -$2.02M | 2.91% | 7 |
|
|
2023
Q3 | $44.7M | Sell |
219,712
-4,931
| -2% | -$1M | 2.59% | 8 |
|
|
2023
Q2 | $47.5M | Sell |
224,643
-4,740
| -2% | -$1M | 2.8% | 5 |
|
|
2023
Q1 | $45.8M | Buy |
229,383
+4,626
| +2% | +$924K | 2.86% | 6 |
|
|
2022
Q4 | $29.8M | Sell |
224,757
-5,626
| -2% | -$745K | 2.07% | 12 |
|
|
2022
Q3 | $33.1M | Sell |
230,383
-3,627
| -2% | -$522K | 2.17% | 11 |
|
|
2022
Q2 | $38.6M | Sell |
234,010
-60,592
| -21% | -$10M | 2.43% | 7 |
|
|
2022
Q1 | $62.6M | Buy |
294,602
+22,905
| +8% | +$4.86M | 2.99% | 6 |
|
|
2021
Q4 | $69M | Sell |
271,697
-6,426
| -2% | -$1.63M | 3.01% | 7 |
|
|
2021
Q3 | $75.4M | Sell |
278,123
-8,181
| -3% | -$2.22M | 3.28% | 5 |
|
|
2021
Q2 | $69.9M | Sell |
286,304
-4,343
| -1% | -$1.06M | 2.94% | 5 |
|
|
2021
Q1 | $61.6M | Sell |
290,647
-3,755
| -1% | -$796K | 2.77% | 7 |
|
|
2020
Q4 | $65.5M | Buy |
294,402
+2,857
| +1% | +$636K | 2.92% | 7 |
|
|
2020
Q3 | $73.3M | Buy |
291,545
+1,696
| +0.6% | +$426K | 3.81% | 5 |
|
|
2020
Q2 | $54.3M | Sell |
289,849
-8,345
| -3% | -$1.56M | 3.09% | 7 |
|
|
2020
Q1 | $42.9M | Sell |
298,194
-14,918
| -5% | -$2.15M | 3.1% | 6 |
|
|
2019
Q4 | $50.9M | Buy |
313,112
+74,541
| +31% | +$12.1M | 3.06% | 5 |
|
|
2019
Q3 | $35.4M | Sell |
238,571
-1,192
| -0.5% | -$177K | 2.34% | 8 |
|
|
2019
Q2 | $36.4M | Buy |
239,763
+8,025
| +3% | +$1.22M | 2.28% | 10 |
|
|
2019
Q1 | $36.7M | Buy |
231,738
+10,860
| +5% | +$1.72M | 2.36% | 9 |
|
|
2018
Q4 | $30.3M | Sell |
220,878
-2,625
| -1% | -$360K | 2.3% | 11 |
|
|
2018
Q3 | $35.5M | Buy |
223,503
+347
| +0.2% | +$55.2K | 2.27% | 6 |
|
|
2018
Q2 | $30.4M | Sell |
223,156
-8,048
| -3% | -$1.1M | 2.15% | 12 |
|
|
2018
Q1 | $26.9M | Sell |
231,204
-2,622
| -1% | -$305K | 1.98% | 14 |
|
|
2017
Q4 | $23.9M | Sell |
233,826
-3,273
| -1% | -$335K | 1.84% | 16 |
|
|
2017
Q3 | $22.2M | Sell |
237,099
-7,651
| -3% | -$715K | 1.89% | 15 |
|
|
2017
Q2 | $21.2M | Buy |
244,750
+75,966
| +45% | +$6.58M | 1.92% | 15 |
|
|
2017
Q1 | $13.9M | Buy |
168,784
+93,670
| +125% | +$7.73M | 1.34% | 25 |
|
|
2016
Q4 | $5.14M | Buy |
+75,114
| New | +$5.14M | 0.55% | 56 |
|