PPWP
Premier Path Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
10,045
+629
| +7% | +$172K | 0.38% | 57 |
|
|
2025
Q1 | $2.53M | Buy |
9,416
+560
| +6% | +$150K | 0.39% | 59 |
|
|
2024
Q4 | $2.96M | Sell |
8,856
-783
| -8% | -$262K | 0.45% | 49 |
|
|
2024
Q3 | $2.64M | Buy |
9,639
+359
| +4% | +$98.3K | 0.42% | 53 |
|
|
2024
Q2 | $2.39M | Buy |
9,280
+534
| +6% | +$137K | 0.41% | 54 |
|
|
2024
Q1 | $2.63M | Sell |
8,746
-275
| -3% | -$82.8K | 0.5% | 42 |
|
|
2023
Q4 | $2.39M | Buy |
+9,021
| New | +$2.39M | 0.53% | 38 |
|