Phillips Wealth Planners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $543K | Sell |
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|
2025
Q3 | $692K | Buy |
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|
2025
Q2 | $741K | Buy |
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|
2025
Q1 | $682K | Buy |
|
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|
2024
Q4 | $642K | Buy |
|
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|
2024
Q3 | $549K | Buy |
|
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|
2024
Q2 | $394K | Buy |
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|
2024
Q1 | $320K | Buy |
|
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $223K | Buy |
|