MWA
Muirfield Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
1,453
-24
| -2% | -$6.55K | 0.32% | 54 |
|
|
2025
Q1 | $396K | Buy |
1,477
+20
| +1% | +$5.37K | 0.34% | 51 |
|
|
2024
Q4 | $487K | Buy |
1,457
+33
| +2% | +$11K | 0.4% | 45 |
|
|
2024
Q3 | $390K | Buy |
1,424
+324
| +29% | +$88.7K | 0.33% | 51 |
|
|
2024
Q2 | $283K | Buy |
1,100
+68
| +7% | +$17.5K | 0.27% | 53 |
|
|
2024
Q1 | $311K | Hold |
1,032
| – | – | 0.3% | 50 |
|
|
2023
Q4 | $272K | Buy |
+1,032
| New | +$272K | 0.29% | 49 |
|