PWM
Prentice Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
2,698
+53
| +2% | +$14.5K | 0.19% | 58 |
|
|
2025
Q1 | $710K | Buy |
2,645
+60
| +2% | +$16.1K | 0.2% | 60 |
|
|
2024
Q4 | $864K | Buy |
2,585
+79
| +3% | +$26.4K | 0.25% | 49 |
|
|
2024
Q3 | $686K | Buy |
2,506
+37
| +1% | +$10.1K | 0.2% | 58 |
|
|
2024
Q2 | $635K | Buy |
2,469
+53
| +2% | +$13.6K | 0.21% | 58 |
|
|
2024
Q1 | $728K | Buy |
2,416
+122
| +5% | +$36.7K | 0.25% | 54 |
|
|
2023
Q4 | $604K | Buy |
2,294
+38
| +2% | +$10K | 0.24% | 51 |
|
|
2023
Q3 | $457K | Buy |
2,256
+22
| +1% | +$4.46K | 0.21% | 59 |
|
|
2023
Q2 | $472K | Buy |
2,234
+4
| +0.2% | +$845 | 0.21% | 61 |
|
|
2023
Q1 | $446K | Buy |
2,230
+132
| +6% | +$26.4K | 0.21% | 56 |
|
|
2022
Q4 | $278K | Buy |
2,098
+205
| +11% | +$27.2K | 0.14% | 79 |
|
|
2022
Q3 | $272K | Buy |
1,893
+123
| +7% | +$17.7K | 0.15% | 72 |
|
|
2022
Q2 | $292K | Buy |
+1,770
| New | +$292K | 0.3% | 38 |
|
|
2021
Q4 | – | Sell |
-550
| Closed | -$149K | – | 146 |
|
|
2021
Q3 | $149K | Sell |
550
-12
| -2% | -$3.25K | 0.07% | 118 |
|
|
2021
Q2 | $137K | Buy |
562
+350
| +165% | +$85.3K | 0.07% | 122 |
|
|
2021
Q1 | $45K | Buy |
+212
| New | +$45K | 0.03% | 178 |
|