OWMIAS
One Wealth Management Investment & Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
1,555
-23
| -1% | -$6.27K | 0.55% | 30 |
|
|
2025
Q1 | $423K | Sell |
1,578
-12
| -0.8% | -$3.22K | 0.7% | 26 |
|
|
2024
Q4 | $532K | Hold |
1,590
| – | – | 0.84% | 21 |
|
|
2024
Q3 | $435K | Sell |
1,590
-5,270
| -77% | -$1.44M | 0.76% | 22 |
|
|
2024
Q2 | $1.76M | Buy |
6,860
+114
| +2% | +$29.3K | 0.7% | 26 |
|
|
2024
Q1 | $2.03M | Buy |
6,746
+206
| +3% | +$62K | 0.83% | 23 |
|
|
2023
Q4 | $1.72M | Buy |
+6,540
| New | +$1.72M | 0.77% | 23 |
|