PWMAG
Pinnacle Wealth Management Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
2,444
+142
| +6% | +$38.7K | 0.06% | 184 |
|
|
2025
Q1 | $618K | Buy |
2,302
+117
| +5% | +$31.4K | 0.06% | 181 |
|
|
2024
Q4 | $731K | Buy |
2,185
+25
| +1% | +$8.36K | 0.07% | 162 |
|
|
2024
Q3 | $591K | Buy |
2,160
+117
| +6% | +$32K | 0.06% | 180 |
|
|
2024
Q2 | $525K | Sell |
2,043
-960
| -32% | -$247K | 0.05% | 192 |
|
|
2024
Q1 | $904K | Buy |
3,003
+70
| +2% | +$21.1K | 0.1% | 136 |
|
|
2023
Q4 | $772K | Buy |
2,933
+117
| +4% | +$30.8K | 0.09% | 142 |
|
|
2023
Q3 | $571K | Sell |
2,816
-104
| -4% | -$21.1K | 0.07% | 164 |
|
|
2023
Q2 | $617K | Sell |
2,920
-146
| -5% | -$30.8K | 0.08% | 159 |
|
|
2023
Q1 | $613K | Buy |
+3,066
| New | +$613K | 0.08% | 160 |
|
|
2022
Q4 | – | Sell |
-1,920
| Closed | -$276K | – | 303 |
|
|
2022
Q3 | $276K | Buy |
1,920
+165
| +9% | +$23.7K | 0.05% | 216 |
|
|
2022
Q2 | $290K | Sell |
1,755
-1,074
| -38% | -$177K | 0.05% | 226 |
|
|
2022
Q1 | $601K | Buy |
+2,829
| New | +$601K | 0.09% | 166 |
|