OWM
Opes Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
1,480
-15
| -1% | -$4.09K | 0.07% | 104 |
|
|
2025
Q1 | $401K | Buy |
1,495
+225
| +18% | +$60.4K | 0.08% | 97 |
|
|
2024
Q4 | $425K | Sell |
1,270
-46
| -3% | -$15.4K | 0.09% | 94 |
|
|
2024
Q3 | $360K | Buy |
1,316
+48
| +4% | +$13.1K | 0.07% | 102 |
|
|
2024
Q2 | $326K | Sell |
1,268
-37
| -3% | -$9.51K | 0.07% | 101 |
|
|
2024
Q1 | $393K | Buy |
1,305
+10
| +0.8% | +$3.01K | 0.09% | 94 |
|
|
2023
Q4 | $341K | Buy |
1,295
+37
| +3% | +$9.74K | 0.08% | 100 |
|
|
2023
Q3 | $255K | Sell |
1,258
-157
| -11% | -$31.8K | 0.07% | 107 |
|
|
2023
Q2 | $299K | Buy |
1,415
+304
| +27% | +$64.2K | 0.08% | 104 |
|
|
2023
Q1 | $222K | Buy |
+1,111
| New | +$222K | 0.07% | 103 |
|
|
2022
Q2 | – | Sell |
-1,111
| Closed | -$236K | – | 95 |
|
|
2022
Q1 | $236K | Buy |
1,111
+10
| +0.9% | +$2.12K | 0.08% | 94 |
|
|
2021
Q4 | $280K | Sell |
1,101
-1
| -0.1% | -$254 | 0.09% | 90 |
|
|
2021
Q3 | $299K | Buy |
1,102
+142
| +15% | +$38.5K | 0.11% | 78 |
|
|
2021
Q2 | $234K | Sell |
960
-10
| -1% | -$2.44K | 0.09% | 79 |
|
|
2021
Q1 | $206K | Hold |
970
| – | – | 0.08% | 83 |
|
|
2020
Q4 | $216K | Buy |
970
+4
| +0.4% | +$891 | 0.1% | 74 |
|
|
2020
Q3 | $243K | Buy |
+966
| New | +$243K | 0.12% | 69 |
|