QWM
Quadcap Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
6,106
-63
| -1% | -$17.2K | 0.21% | 97 |
|
|
2025
Q1 | $1.66M | Sell |
6,169
-62
| -1% | -$16.6K | 0.24% | 88 |
|
|
2024
Q4 | $2.08M | Buy |
6,231
+187
| +3% | +$62.5K | 0.31% | 66 |
|
|
2024
Q3 | $1.65M | Sell |
6,044
-253
| -4% | -$69.3K | 0.26% | 85 |
|
|
2024
Q2 | $1.62M | Buy |
6,297
+170
| +3% | +$43.7K | 0.29% | 72 |
|
|
2024
Q1 | $1.85M | Sell |
6,127
-800
| -12% | -$241K | 0.42% | 51 |
|
|
2023
Q4 | $1.82M | Buy |
+6,927
| New | +$1.82M | 0.47% | 52 |
|