PWP
Phillips Wealth Planners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Buy |
2,709
+34
| +1% | +$9.3K | 0.67% | 42 |
|
|
2025
Q1 | $682K | Buy |
2,675
+655
| +32% | +$167K | 0.72% | 41 |
|
|
2024
Q4 | $642K | Buy |
2,020
+134
| +7% | +$42.6K | 0.64% | 45 |
|
|
2024
Q3 | $549K | Buy |
1,886
+328
| +21% | +$95.4K | 0.53% | 62 |
|
|
2024
Q2 | $394K | Buy |
1,558
+403
| +35% | +$102K | 0.41% | 82 |
|
|
2024
Q1 | $320K | Buy |
1,155
+167
| +17% | +$46.3K | 0.37% | 100 |
|
|
2023
Q4 | $271K | Sell |
988
-81
| -8% | -$22.2K | 0.33% | 118 |
|
|
2023
Q3 | $223K | Sell |
1,069
-53
| -5% | -$11K | 0.3% | 129 |
|
|
2023
Q2 | $237K | Sell |
1,122
-5
| -0.4% | -$1.06K | 0.31% | 122 |
|
|
2023
Q1 | $223K | Buy |
+1,127
| New | +$223K | 0.29% | 131 |
|