PWM
Power Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
7,992
-150
| -2% | -$40.9K | 0.84% | 28 |
|
|
2025
Q1 | $2.19M | Buy |
8,142
+181
| +2% | +$48.6K | 0.88% | 26 |
|
|
2024
Q4 | $2.66M | Sell |
7,961
-65
| -0.8% | -$21.7K | 1.11% | 22 |
|
|
2024
Q3 | $2.2M | Buy |
8,026
+904
| +13% | +$247K | 0.94% | 22 |
|
|
2024
Q2 | $1.83M | Buy |
7,122
+309
| +5% | +$79.4K | 0.87% | 24 |
|
|
2024
Q1 | $2.05M | Buy |
6,813
+234
| +4% | +$70.5K | 1.29% | 20 |
|
|
2023
Q4 | $1.73M | Buy |
+6,579
| New | +$1.73M | 1.2% | 21 |
|