PWG
Portside Wealth Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
5,574
+300
| +6% | +$81.8K | 0.23% | 101 |
|
|
2025
Q1 | $1.42M | Buy |
5,274
+648
| +14% | +$174K | 0.23% | 103 |
|
|
2024
Q4 | $1.55M | Buy |
4,626
+425
| +10% | +$142K | 0.26% | 90 |
|
|
2024
Q3 | $1.15M | Sell |
4,201
-23,495
| -85% | -$6.43M | 0.2% | 119 |
|
|
2024
Q2 | $7.12M | Sell |
27,696
-967
| -3% | -$249K | 1.36% | 14 |
|
|
2024
Q1 | $8.63M | Sell |
28,663
-1,813
| -6% | -$546K | 1.6% | 7 |
|
|
2023
Q4 | $8.02M | Sell |
30,476
-2,477
| -8% | -$652K | 1.49% | 10 |
|
|
2023
Q3 | $6.68M | Buy |
32,953
+267
| +0.8% | +$54.1K | 1.26% | 14 |
|
|
2023
Q2 | $6.91M | Buy |
+32,686
| New | +$6.91M | 1.28% | 12 |
|