PPW
Parcion Private Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
5,269
-61
| -1% | -$16.6K | 0.1% | 103 |
|
|
2025
Q1 | $1.43M | Sell |
5,330
-207
| -4% | -$55.5K | 0.12% | 107 |
|
|
2024
Q4 | $1.85M | Buy |
5,537
+3
| +0.1% | +$1K | 0.14% | 92 |
|
|
2024
Q3 | $1.51M | Sell |
5,534
-345
| -6% | -$94.4K | 0.13% | 99 |
|
|
2024
Q2 | $1.51M | Buy |
5,879
+560
| +11% | +$144K | 0.14% | 92 |
|
|
2024
Q1 | $1.6M | Sell |
5,319
-24
| -0.4% | -$7.23K | 0.14% | 93 |
|
|
2023
Q4 | $1.41M | Buy |
5,343
+442
| +9% | +$116K | 0.13% | 94 |
|
|
2023
Q3 | $994K | Sell |
4,901
-21
| -0.4% | -$4.26K | 0.1% | 106 |
|
|
2023
Q2 | $1.04M | Buy |
4,922
+92
| +2% | +$19.4K | 0.11% | 104 |
|
|
2023
Q1 | $965K | Buy |
4,830
+36
| +0.8% | +$7.19K | 0.1% | 108 |
|
|
2022
Q4 | $636K | Sell |
4,794
-695
| -13% | -$92.1K | 0.07% | 126 |
|
|
2022
Q3 | $789K | Hold |
5,489
| – | – | 0.09% | 121 |
|
|
2022
Q2 | $1M | Sell |
5,489
-795
| -13% | -$145K | 0.1% | 127 |
|
|
2022
Q1 | $1.32M | Sell |
6,284
-67
| -1% | -$14.1K | 0.12% | 101 |
|
|
2021
Q4 | $1.47M | Sell |
6,351
-958
| -13% | -$222K | 0.13% | 96 |
|
|
2021
Q3 | $2.13M | Buy |
7,309
+20
| +0.3% | +$5.83K | 0.19% | 89 |
|
|
2021
Q2 | $1.78M | Buy |
7,289
+350
| +5% | +$85.5K | 0.18% | 95 |
|
|
2021
Q1 | $1.47M | Buy |
6,939
+364
| +6% | +$77.1K | 0.17% | 99 |
|
|
2020
Q4 | $1.46M | Buy |
6,575
+384
| +6% | +$85.4K | 0.19% | 88 |
|
|
2020
Q3 | $1.53M | Buy |
6,191
+2,345
| +61% | +$581K | 0.23% | 78 |
|
|
2020
Q2 | $760K | Sell |
3,846
-910
| -19% | -$180K | 0.13% | 100 |
|
|
2020
Q1 | $685K | Buy |
4,756
+67
| +1% | +$9.65K | 0.19% | 82 |
|
|
2019
Q4 | $763K | Buy |
+4,689
| New | +$763K | 0.17% | 91 |
|