PWMG
Private Wealth Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
384
+7
| +2% | +$1.91K | 0.03% | 114 |
|
|
2025
Q1 | $101K | Buy |
377
+20
| +6% | +$5.37K | 0.04% | 115 |
|
|
2024
Q4 | $119K | Hold |
357
| – | – | 0.05% | 105 |
|
|
2024
Q3 | $97.7K | Buy |
357
+37
| +12% | +$10.1K | 0.04% | 108 |
|
|
2024
Q2 | $82.3K | Sell |
320
-27
| -8% | -$6.94K | 0.04% | 116 |
|
|
2024
Q1 | $105K | Buy |
347
+42
| +14% | +$12.7K | 0.05% | 97 |
|
|
2023
Q4 | $80.3K | Buy |
+305
| New | +$80.3K | 0.04% | 112 |
|