QPW
Quantum Private Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
4,373
-192
| -4% | -$52.4K | 0.39% | 47 |
|
|
2025
Q1 | $1.23M | Sell |
4,565
-52
| -1% | -$14K | 0.46% | 43 |
|
|
2024
Q4 | $1.54M | Sell |
4,617
-48
| -1% | -$16K | 0.49% | 40 |
|
|
2024
Q3 | $1.28M | Sell |
4,665
-961
| -17% | -$263K | 0.43% | 47 |
|
|
2024
Q2 | $1.45M | Sell |
5,626
-394
| -7% | -$101K | 0.51% | 36 |
|
|
2024
Q1 | $1.81M | Sell |
6,020
-328
| -5% | -$98.8K | 0.67% | 31 |
|
|
2023
Q4 | $1.67M | Sell |
6,348
-136
| -2% | -$35.8K | 0.7% | 29 |
|
|
2023
Q3 | $1.31M | Sell |
6,484
-3,023
| -32% | -$613K | 0.63% | 31 |
|
|
2023
Q2 | $2.01M | Sell |
9,507
-159
| -2% | -$33.6K | 0.93% | 19 |
|
|
2023
Q1 | $1.93M | Sell |
9,666
-105
| -1% | -$21K | 1.05% | 14 |
|
|
2022
Q4 | $1.3M | Buy |
9,771
+82
| +0.8% | +$10.9K | 0.82% | 23 |
|
|
2022
Q3 | $1.39M | Buy |
9,689
+525
| +6% | +$75.5K | 0.87% | 22 |
|
|
2022
Q2 | $1.51M | Sell |
9,164
-1
| -0% | -$165 | 0.89% | 23 |
|
|
2022
Q1 | $1.95M | Buy |
9,165
+13
| +0.1% | +$2.76K | 0.84% | 21 |
|
|
2021
Q4 | $2.33M | Buy |
+9,152
| New | +$2.33M | 0.88% | 20 |
|