RWP
Revolve Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
2,106
+160
| +8% | +$43.6K | 0.07% | 113 |
|
|
2025
Q1 | $522K | Buy |
1,946
+119
| +7% | +$31.9K | 0.08% | 115 |
|
|
2024
Q4 | $611K | Buy |
1,827
+205
| +13% | +$68.5K | 0.09% | 99 |
|
|
2024
Q3 | $444K | Sell |
1,622
-188
| -10% | -$51.5K | 0.07% | 122 |
|
|
2024
Q2 | $465K | Sell |
1,810
-88
| -5% | -$22.6K | 0.08% | 109 |
|
|
2024
Q1 | $572K | Buy |
1,898
+92
| +5% | +$27.7K | 0.1% | 94 |
|
|
2023
Q4 | $475K | Sell |
1,806
-10
| -0.6% | -$2.63K | 0.09% | 95 |
|
|
2023
Q3 | $368K | Buy |
1,816
+28
| +2% | +$5.68K | 0.08% | 99 |
|
|
2023
Q2 | $378K | Buy |
1,788
+77
| +5% | +$16.3K | 0.09% | 99 |
|
|
2023
Q1 | $342K | Sell |
1,711
-137
| -7% | -$27.4K | 0.09% | 103 |
|
|
2022
Q4 | $245K | Sell |
1,848
-298
| -14% | -$39.5K | 0.07% | 125 |
|
|
2022
Q3 | $309K | Sell |
2,146
-295
| -12% | -$42.5K | 0.1% | 89 |
|
|
2022
Q2 | $403K | Buy |
2,441
+142
| +6% | +$23.4K | 0.13% | 78 |
|
|
2022
Q1 | $488K | Sell |
2,299
-49
| -2% | -$10.4K | 0.14% | 74 |
|
|
2021
Q4 | $597K | Buy |
+2,348
| New | +$597K | 0.17% | 73 |
|