QPWM
Quadrant Private Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
18,799
+193
| +1% | +$52.7K | 1.06% | 23 |
|
|
2025
Q1 | $4.99M | Buy |
18,606
+882
| +5% | +$237K | 1.24% | 22 |
|
|
2024
Q4 | $5.93M | Buy |
17,724
+202
| +1% | +$67.6K | 1.46% | 20 |
|
|
2024
Q3 | $4.8M | Buy |
17,522
+1
| +0% | +$274 | 1.19% | 21 |
|
|
2024
Q2 | $4.5M | Buy |
17,521
+2,950
| +20% | +$758K | 1.03% | 22 |
|
|
2024
Q1 | $4.39M | Buy |
14,571
+74
| +0.5% | +$22.3K | 1.11% | 20 |
|
|
2023
Q4 | $3.81M | Sell |
14,497
-29
| -0.2% | -$7.63K | 1.06% | 23 |
|
|
2023
Q3 | $2.95M | Sell |
14,526
-61
| -0.4% | -$12.4K | 0.99% | 25 |
|
|
2023
Q2 | $3.08M | Buy |
14,587
+7
| +0% | +$1.48K | 0.89% | 28 |
|
|
2023
Q1 | $2.91M | Sell |
14,580
-163
| -1% | -$32.6K | 0.91% | 29 |
|
|
2022
Q4 | $1.95M | Buy |
+14,743
| New | +$1.95M | 0.66% | 44 |
|
|
2022
Q2 | $2.53M | Buy |
15,316
+3,977
| +35% | +$656K | 1.04% | 26 |
|
|
2022
Q1 | $2.41M | Buy |
11,339
+1,920
| +20% | +$408K | 0.9% | 33 |
|
|
2021
Q4 | $2.39M | Buy |
9,419
+3,054
| +48% | +$776K | 0.89% | 31 |
|
|
2021
Q3 | $1.73M | Sell |
6,365
-4,793
| -43% | -$1.3M | 0.71% | 37 |
|
|
2021
Q2 | $2.73M | Buy |
11,158
+578
| +5% | +$141K | 1.11% | 25 |
|
|
2021
Q1 | $2.24M | Buy |
10,580
+4,643
| +78% | +$984K | 0.98% | 30 |
|
|
2020
Q4 | $1.32M | Sell |
5,937
-282
| -5% | -$62.7K | 0.59% | 41 |
|
|
2020
Q3 | $1.56M | Sell |
6,219
-31
| -0.5% | -$7.79K | 0.79% | 33 |
|
|
2020
Q2 | $1.17M | Buy |
6,250
+1,706
| +38% | +$320K | 0.68% | 37 |
|
|
2020
Q1 | $654K | Buy |
+4,544
| New | +$654K | 0.55% | 50 |
|