RWM
RBA Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Buy |
16,890
+160
| +1% | +$43.6K | 1.72% | 27 |
|
|
2025
Q1 | $4.49M | Buy |
16,730
+273
| +2% | +$73.3K | 1.78% | 27 |
|
|
2024
Q4 | $5.5M | Buy |
16,457
+285
| +2% | +$95.3K | 2.09% | 12 |
|
|
2024
Q3 | $4.43M | Buy |
16,172
+574
| +4% | +$157K | 1.71% | 29 |
|
|
2024
Q2 | $4.01M | Buy |
15,598
+14,912
| +2,174% | +$3.83M | 1.61% | 28 |
|
|
2024
Q1 | $207K | Buy |
+686
| New | +$207K | 0.08% | 88 |
|
|
2022
Q2 | – | Sell |
-971
| Closed | -$206K | – | 94 |
|
|
2022
Q1 | $206K | Hold |
971
| – | – | 0.1% | 100 |
|
|
2021
Q4 | $247K | Buy |
+971
| New | +$247K | 0.12% | 95 |
|
|
2021
Q1 | – | Sell |
-973
| Closed | -$217K | – | 241 |
|
|
2020
Q4 | $217K | Buy |
973
+2
| +0.2% | +$446 | 0.13% | 98 |
|
|
2020
Q3 | $244K | Buy |
+971
| New | +$244K | 0.17% | 95 |
|