RWM
Revisor Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Buy |
25,230
+332
| +1% | +$87.6K | 2.4% | 9 |
|
|
2025
Q1 | $6.68M | Buy |
+24,898
| New | +$6.68M | 2.97% | 8 |
|
|
2024
Q3 | – | Sell |
-783
| Closed | -$201K | – | 176 |
|
|
2024
Q2 | $201K | Sell |
783
-59
| -7% | -$15.2K | 0.14% | 153 |
|
|
2024
Q1 | $238K | Buy |
+842
| New | +$238K | 0.11% | 167 |
|