RWB
RMR Wealth Builders’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
9,510
+677
| +8% | +$185K | 0.24% | 56 |
|
|
2025
Q1 | $2.37M | Buy |
8,833
+623
| +8% | +$167K | 0.25% | 53 |
|
|
2024
Q4 | $2.74M | Buy |
8,210
+440
| +6% | +$147K | 0.28% | 46 |
|
|
2024
Q3 | $2.13M | Sell |
7,770
-654
| -8% | -$179K | 0.23% | 56 |
|
|
2024
Q2 | $2.17M | Sell |
8,424
-216
| -3% | -$55.5K | 0.25% | 49 |
|
|
2024
Q1 | $2.6M | Buy |
8,640
+2,397
| +38% | +$722K | 0.31% | 42 |
|
|
2023
Q4 | $1.64M | Buy |
6,243
+714
| +13% | +$188K | 0.23% | 53 |
|
|
2023
Q3 | $1.12M | Buy |
5,529
+1,941
| +54% | +$394K | 0.18% | 67 |
|
|
2023
Q2 | $758K | Sell |
3,588
-1,176
| -25% | -$248K | 0.13% | 81 |
|
|
2023
Q1 | $952K | Sell |
4,764
-103
| -2% | -$20.6K | 0.18% | 66 |
|
|
2022
Q4 | $645K | Buy |
4,867
+231
| +5% | +$30.6K | 0.15% | 82 |
|
|
2022
Q3 | $667K | Buy |
4,636
+26
| +0.6% | +$3.74K | 0.16% | 78 |
|
|
2022
Q2 | $761K | Buy |
4,610
+497
| +12% | +$82K | 0.19% | 77 |
|
|
2022
Q1 | $873K | Buy |
+4,113
| New | +$873K | 0.19% | 76 |
|
|
2021
Q4 | – | Sell |
-4,973
| Closed | -$1.35M | – | 142 |
|
|
2021
Q3 | $1.35M | Buy |
4,973
+135
| +3% | +$36.6K | 0.4% | 40 |
|
|
2021
Q2 | $1.18M | Sell |
4,838
-565
| -10% | -$138K | 0.39% | 45 |
|
|
2021
Q1 | $1.15M | Buy |
5,403
+1,189
| +28% | +$252K | 0.3% | 50 |
|
|
2020
Q4 | $938K | Sell |
4,214
-1,379
| -25% | -$307K | 0.46% | 41 |
|
|
2020
Q3 | $1.41M | Buy |
5,593
+1,544
| +38% | +$388K | 0.37% | 47 |
|
|
2020
Q2 | $759K | Buy |
+4,049
| New | +$759K | 0.68% | 36 |
|
|
2019
Q4 | $632K | Buy |
+3,888
| New | +$632K | 0.61% | 38 |
|