PWP
Private Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Sell |
19,535
-475
| -2% | -$130K | 0.42% | 41 |
|
|
2025
Q1 | $5.37M | Buy |
20,010
+4,069
| +26% | +$1.09M | 0.44% | 37 |
|
|
2024
Q4 | $5.33M | Buy |
15,941
+1,223
| +8% | +$409K | 0.41% | 39 |
|
|
2024
Q3 | $4.03M | Sell |
14,718
-604
| -4% | -$165K | 0.32% | 49 |
|
|
2024
Q2 | $3.94M | Sell |
15,322
-452
| -3% | -$116K | 0.29% | 45 |
|
|
2024
Q1 | $4.75M | Buy |
15,774
+216
| +1% | +$65.1K | 0.38% | 40 |
|
|
2023
Q4 | $4.09M | Buy |
15,558
+196
| +1% | +$51.6K | 0.35% | 40 |
|
|
2023
Q3 | $3.12M | Sell |
15,362
-110
| -0.7% | -$22.3K | 0.3% | 43 |
|
|
2023
Q2 | $3.27M | Buy |
15,472
+1,965
| +15% | +$415K | 0.3% | 44 |
|
|
2023
Q1 | $2.7M | Buy |
13,507
+550
| +4% | +$110K | 0.27% | 46 |
|
|
2022
Q4 | $1.72M | Sell |
12,957
-2,968
| -19% | -$394K | 0.2% | 56 |
|
|
2022
Q3 | $2.29M | Buy |
15,925
+192
| +1% | +$27.6K | 0.29% | 44 |
|
|
2022
Q2 | $2.6M | Sell |
15,733
-4,328
| -22% | -$714K | 0.3% | 47 |
|
|
2022
Q1 | $4.26M | Sell |
20,061
-342
| -2% | -$72.6K | 0.38% | 47 |
|
|
2021
Q4 | $5.19M | Buy |
20,403
+1,862
| +10% | +$473K | 0.44% | 43 |
|
|
2021
Q3 | $5.03M | Buy |
18,541
+100
| +0.5% | +$27.1K | 0.47% | 42 |
|
|
2021
Q2 | $4.51M | Buy |
18,441
+54
| +0.3% | +$13.2K | 0.42% | 43 |
|
|
2021
Q1 | $3.9M | Sell |
18,387
-67
| -0.4% | -$14.2K | 0.41% | 44 |
|
|
2020
Q4 | $4.11M | Buy |
18,454
+62
| +0.3% | +$13.8K | 0.45% | 41 |
|
|
2020
Q3 | $4.62M | Buy |
18,392
+450
| +3% | +$113K | 0.54% | 39 |
|
|
2020
Q2 | $3.36M | Hold |
17,942
| – | – | 0.46% | 44 |
|
|
2020
Q1 | $2.58M | Sell |
17,942
-350
| -2% | -$50.4K | 0.44% | 43 |
|
|
2019
Q4 | $2.98M | Sell |
18,292
-11,599
| -39% | -$1.89M | 0.41% | 46 |
|
|
2019
Q3 | $4.44M | Buy |
29,891
+214
| +0.7% | +$31.8K | 0.69% | 37 |
|
|
2019
Q2 | $4.5M | Sell |
29,677
-299
| -1% | -$45.4K | 0.69% | 37 |
|
|
2019
Q1 | $4.75M | Sell |
29,976
-5,485
| -15% | -$869K | 0.78% | 34 |
|
|
2018
Q4 | $4.86M | Buy |
35,461
+5,070
| +17% | +$694K | 0.94% | 30 |
|
|
2018
Q3 | $4.83M | Buy |
30,391
+676
| +2% | +$108K | 0.74% | 44 |
|
|
2018
Q2 | $4.05M | Buy |
29,715
+10,153
| +52% | +$1.38M | 0.68% | 44 |
|
|
2018
Q1 | $2.28M | Buy |
19,562
+1,494
| +8% | +$174K | 0.4% | 56 |
|
|
2017
Q4 | $1.85M | Buy |
18,068
+10,752
| +147% | +$1.1M | 0.34% | 57 |
|
|
2017
Q3 | $683K | Buy |
7,316
+474
| +7% | +$44.3K | 0.14% | 83 |
|
|
2017
Q2 | $593K | Buy |
+6,842
| New | +$593K | 0.13% | 77 |
|