Prestige Wealth Management Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.7K | Hold |
292
| – | – | 0.02% | 220 |
|
|
2025
Q1 | $78.4K | Hold |
292
| – | – | 0.02% | 212 |
|
|
2024
Q4 | $97.7K | Hold |
292
| – | – | 0.02% | 204 |
|
|
2024
Q3 | $80K | Sell |
292
-7
| -2% | -$1.92K | 0.02% | 211 |
|
|
2024
Q2 | $76.9K | Sell |
299
-12
| -4% | -$3.09K | 0.02% | 195 |
|
|
2024
Q1 | $93.8K | Sell |
311
-5
| -2% | -$1.51K | 0.02% | 209 |
|
|
2023
Q4 | $83.2K | Sell |
316
-100
| -24% | -$26.3K | 0.02% | 201 |
|
|
2023
Q3 | $84.4K | Sell |
416
-100
| -19% | -$20.3K | 0.02% | 196 |
|
|
2023
Q2 | $109K | Sell |
516
-11
| -2% | -$2.32K | 0.03% | 194 |
|
|
2023
Q1 | $105K | Sell |
527
-1,479
| -74% | -$295K | 0.03% | 180 |
|
|
2022
Q4 | $266K | Buy |
2,006
+1,583
| +374% | +$210K | 0.07% | 119 |
|
|
2022
Q3 | $61K | Sell |
423
-187
| -31% | -$27K | 0.02% | 209 |
|
|
2022
Q2 | $101K | Sell |
610
-1,392
| -70% | -$230K | 0.03% | 174 |
|
|
2022
Q1 | $425K | Buy |
2,002
+1,072
| +115% | +$228K | 0.1% | 93 |
|
|
2021
Q4 | $237K | Sell |
930
-42
| -4% | -$10.7K | 0.06% | 124 |
|
|
2021
Q3 | $264K | Buy |
972
+226
| +30% | +$61.4K | 0.07% | 116 |
|
|
2021
Q2 | $182K | Sell |
746
-969
| -57% | -$236K | 0.05% | 137 |
|
|
2021
Q1 | $363K | Buy |
1,715
+678
| +65% | +$144K | 0.1% | 76 |
|
|
2020
Q4 | $231K | Buy |
1,037
+86
| +9% | +$19.2K | 0.06% | 115 |
|
|
2020
Q3 | $239K | Sell |
951
-4
| -0.4% | -$1.01K | 0.07% | 101 |
|
|
2020
Q2 | $179K | Sell |
955
-555
| -37% | -$104K | 0.06% | 107 |
|
|
2020
Q1 | $217K | Sell |
1,510
-1,090
| -42% | -$157K | 0.09% | 76 |
|
|
2019
Q4 | $423K | Sell |
2,600
-650
| -20% | -$106K | 0.23% | 70 |
|
|
2019
Q3 | $482K | Buy |
3,250
+116
| +4% | +$17.2K | 0.28% | 57 |
|
|
2019
Q2 | $476K | Sell |
3,134
-226
| -7% | -$34.3K | 0.29% | 55 |
|
|
2019
Q1 | $532K | Sell |
3,360
-985
| -23% | -$156K | 0.33% | 59 |
|
|
2018
Q4 | $595K | Buy |
+4,345
| New | +$595K | 0.44% | 46 |
|