OBWG
Onyx Bridge Wealth Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
1,330
+141
| +12% | +$38.4K | 0.05% | 206 |
|
|
2025
Q1 | $319K | Buy |
1,189
+200
| +20% | +$53.7K | 0.05% | 205 |
|
|
2024
Q4 | $331K | Sell |
989
-10
| -1% | -$3.35K | 0.05% | 202 |
|
|
2024
Q3 | $273K | Buy |
999
+49
| +5% | +$13.4K | 0.04% | 220 |
|
|
2024
Q2 | $244K | Buy |
950
+21
| +2% | +$5.4K | 0.04% | 224 |
|
|
2024
Q1 | $255K | Buy |
929
+80
| +9% | +$22K | 0.05% | 214 |
|
|
2023
Q4 | $223K | Buy |
+849
| New | +$223K | 0.05% | 222 |
|
|
2021
Q2 | – | Sell |
-1,344
| Closed | -$285K | – | 131 |
|
|
2021
Q1 | $285K | Buy |
+1,344
| New | +$285K | 0.14% | 73 |
|