PWP
Principle Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
9,641
+382
| +4% | +$104K | 0.16% | 107 |
|
|
2025
Q1 | $2.48M | Buy |
9,259
+50
| +0.5% | +$13.4K | 0.18% | 109 |
|
|
2024
Q4 | $3.08M | Sell |
9,209
-15
| -0.2% | -$5.02K | 0.22% | 100 |
|
|
2024
Q3 | $2.52M | Buy |
9,224
+300
| +3% | +$82.1K | 0.18% | 111 |
|
|
2024
Q2 | $2.29M | Sell |
8,924
-59
| -0.7% | -$15.2K | 0.17% | 115 |
|
|
2024
Q1 | $2.71M | Sell |
8,983
-200
| -2% | -$60.2K | 0.21% | 105 |
|
|
2023
Q4 | $2.42M | Buy |
9,183
+115
| +1% | +$30.3K | 0.21% | 106 |
|
|
2023
Q3 | $1.84M | Buy |
9,068
+283
| +3% | +$57.4K | 0.18% | 111 |
|
|
2023
Q2 | $1.86M | Sell |
8,785
-100
| -1% | -$21.1K | 0.19% | 106 |
|
|
2023
Q1 | $1.78M | Sell |
8,885
-40
| -0.4% | -$7.99K | 0.19% | 106 |
|
|
2022
Q4 | $1.18M | Sell |
8,925
-104
| -1% | -$13.8K | 0.13% | 118 |
|
|
2022
Q3 | $1.3K | Buy |
9,029
+1,265
| +16% | +$182 | 0.12% | 105 |
|
|
2022
Q2 | $1.28M | Buy |
7,764
+1,007
| +15% | +$166K | 0.15% | 113 |
|
|
2022
Q1 | $1.44M | Buy |
6,757
+2,670
| +65% | +$567K | 0.15% | 112 |
|
|
2021
Q4 | $1.04M | Buy |
4,087
+154
| +4% | +$39.2K | 0.11% | 135 |
|
|
2021
Q3 | $1.07M | Buy |
3,933
+40
| +1% | +$10.9K | 0.12% | 123 |
|
|
2021
Q2 | $951K | Buy |
3,893
+23
| +0.6% | +$5.62K | 0.11% | 137 |
|
|
2021
Q1 | $820K | Buy |
3,870
+65
| +2% | +$13.8K | 0.1% | 140 |
|
|
2020
Q4 | $847K | Buy |
3,805
+460
| +14% | +$102K | 0.11% | 130 |
|
|
2020
Q3 | $841K | Buy |
3,345
+34
| +1% | +$8.55K | 0.23% | 57 |
|
|
2020
Q2 | $620K | Buy |
3,311
+43
| +1% | +$8.05K | 0.18% | 72 |
|
|
2020
Q1 | $471K | Sell |
3,268
-11
| -0.3% | -$1.59K | 0.18% | 84 |
|
|
2019
Q4 | $533K | Buy |
3,279
+21
| +0.6% | +$3.41K | 0.17% | 94 |
|
|
2019
Q3 | $484K | Buy |
3,258
+100
| +3% | +$14.9K | 0.17% | 101 |
|
|
2019
Q2 | $479K | Buy |
3,158
+350
| +12% | +$53.1K | 0.25% | 79 |
|
|
2019
Q1 | $445K | Buy |
2,808
+168
| +6% | +$26.6K | 0.25% | 70 |
|
|
2018
Q4 | $362K | Buy |
+2,640
| New | +$362K | 0.3% | 75 |
|