PWM
Peterson Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.14M | Buy |
7,987
+262
| +3% | +$70.3K | 1.44% | 25 |
|
|
2024
Q4 | $2.58M | Buy |
7,725
+362
| +5% | +$121K | 1.54% | 24 |
|
|
2024
Q3 | $2.02M | Sell |
7,363
-1,240
| -14% | -$339K | 1.29% | 27 |
|
|
2024
Q2 | $2.21M | Buy |
8,603
+2,158
| +33% | +$555K | 1.37% | 27 |
|
|
2024
Q1 | $1.94M | Buy |
6,445
+1,713
| +36% | +$516K | 1.4% | 28 |
|
|
2023
Q4 | $1.25M | Sell |
4,732
-103
| -2% | -$27.1K | 1.12% | 30 |
|
|
2023
Q3 | $980K | Buy |
4,835
+143
| +3% | +$29K | 0.81% | 33 |
|
|
2023
Q2 | $991K | Buy |
+4,692
| New | +$991K | 0.79% | 34 |
|