PPWM
Paragon Private Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
5,620
+156
| +3% | +$42.5K | 0.61% | 44 |
|
|
2025
Q1 | $1.47M | Buy |
5,464
+202
| +4% | +$54.2K | 0.68% | 40 |
|
|
2024
Q4 | $1.76M | Buy |
5,262
+397
| +8% | +$133K | 0.81% | 36 |
|
|
2024
Q3 | $1.33M | Buy |
4,865
+309
| +7% | +$84.6K | 0.66% | 45 |
|
|
2024
Q2 | $1.17M | Buy |
4,556
+620
| +16% | +$159K | 0.66% | 41 |
|
|
2024
Q1 | $1.19M | Buy |
3,936
+281
| +8% | +$84.6K | 0.71% | 44 |
|
|
2023
Q4 | $962K | Buy |
+3,655
| New | +$962K | 0.67% | 50 |
|