PWP
Pursue Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
7,551
+4
| +0.1% | +$1.09K | 1.17% | 29 |
|
|
2025
Q1 | $2.03M | Buy |
7,547
+2,477
| +49% | +$665K | 1.23% | 28 |
|
|
2024
Q4 | $1.7M | Buy |
5,070
+272
| +6% | +$90.9K | 0.97% | 32 |
|
|
2024
Q3 | $1.31M | Buy |
4,798
+1,018
| +27% | +$279K | 0.72% | 41 |
|
|
2024
Q2 | $972K | Buy |
3,780
+871
| +30% | +$224K | 0.53% | 42 |
|
|
2024
Q1 | $876K | Hold |
2,909
| – | – | 0.52% | 47 |
|
|
2023
Q4 | $765K | Hold |
2,909
| – | – | 0.49% | 47 |
|
|
2023
Q3 | $590K | Sell |
2,909
-10
| -0.3% | -$2.03K | 0.42% | 53 |
|
|
2023
Q2 | $617K | Buy |
2,919
+10
| +0.3% | +$2.11K | 0.39% | 56 |
|
|
2023
Q1 | $581K | Sell |
2,909
-2,000
| -41% | -$400K | 0.4% | 60 |
|
|
2022
Q4 | $651K | Sell |
4,909
-8,162
| -62% | -$1.08M | 0.5% | 56 |
|
|
2022
Q3 | $1.88M | Buy |
13,071
+1,000
| +8% | +$144K | 1.35% | 24 |
|
|
2022
Q2 | $1.99M | Sell |
12,071
-1,603
| -12% | -$265K | 1.27% | 26 |
|
|
2022
Q1 | $2.74M | Sell |
13,674
-5,007
| -27% | -$1M | 1.13% | 23 |
|
|
2021
Q4 | $4.75M | Buy |
+18,681
| New | +$4.75M | 1.84% | 15 |
|