QWP
Quotient Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
5,072
-65
| -1% | -$17.7K | 0.04% | 100 |
|
|
2025
Q1 | $1.38M | Buy |
5,137
+312
| +6% | +$83.7K | 0.04% | 93 |
|
|
2024
Q4 | $1.61M | Buy |
4,825
+217
| +5% | +$72.6K | 0.05% | 79 |
|
|
2024
Q3 | $1.26M | Buy |
4,608
+88
| +2% | +$24.1K | 0.04% | 87 |
|
|
2024
Q2 | $1.16M | Sell |
4,520
-278
| -6% | -$71.5K | 0.04% | 93 |
|
|
2024
Q1 | $1.44M | Buy |
4,798
+174
| +4% | +$52.4K | 0.05% | 92 |
|
|
2023
Q4 | $1.22M | Buy |
+4,624
| New | +$1.22M | 0.05% | 101 |
|