RDWM
Red Door Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.74M | Buy |
24,727
+2,421
| +11% | +$660K | 0.8% | 37 |
|
|
2025
Q1 | $5.99M | Buy |
22,306
+1,626
| +8% | +$436K | 0.88% | 38 |
|
|
2024
Q4 | $6.91M | Buy |
20,680
+1,451
| +8% | +$485K | 1.06% | 30 |
|
|
2024
Q3 | $5.26M | Buy |
19,229
+1,577
| +9% | +$432K | 0.88% | 38 |
|
|
2024
Q2 | $4.54M | Buy |
17,652
+2,048
| +13% | +$527K | 0.8% | 40 |
|
|
2024
Q1 | $4.7M | Buy |
15,604
+1,044
| +7% | +$314K | 0.91% | 37 |
|
|
2023
Q4 | $3.83M | Buy |
14,560
+966
| +7% | +$254K | 0.83% | 41 |
|
|
2023
Q3 | $2.76M | Sell |
13,594
-3,321
| -20% | -$673K | 0.69% | 46 |
|
|
2023
Q2 | $3.57M | Buy |
16,915
+4,519
| +36% | +$955K | 0.79% | 41 |
|
|
2023
Q1 | $2.48M | Buy |
12,396
+195
| +2% | +$39K | 0.78% | 46 |
|
|
2022
Q4 | $1.62M | Sell |
12,201
-194
| -2% | -$25.7K | 0.53% | 55 |
|
|
2022
Q3 | $1.78M | Buy |
12,395
+874
| +8% | +$126K | 0.68% | 51 |
|
|
2022
Q2 | $1.9M | Buy |
11,521
+1,168
| +11% | +$193K | 0.7% | 52 |
|
|
2022
Q1 | $2.2M | Buy |
10,353
+1,299
| +14% | +$276K | 0.74% | 50 |
|
|
2021
Q4 | $2.3M | Buy |
9,054
+831
| +10% | +$211K | 0.75% | 47 |
|
|
2021
Q3 | $2.23M | Buy |
8,223
+1,116
| +16% | +$303K | 0.85% | 40 |
|
|
2021
Q2 | $1.74M | Buy |
7,107
+1,163
| +20% | +$284K | 0.68% | 46 |
|
|
2021
Q1 | $1.26M | Buy |
5,944
+1,440
| +32% | +$306K | 0.64% | 50 |
|
|
2020
Q4 | $1M | Buy |
+4,504
| New | +$1M | 0.59% | 50 |
|
|
2020
Q3 | – | Sell |
-205
| Closed | -$38K | – | 170 |
|
|
2020
Q2 | $38K | Hold |
205
| – | – | 0.03% | 201 |
|
|
2020
Q1 | $29K | Buy |
+205
| New | +$29K | 0.03% | 203 |
|