SPWG
Sage Private Wealth Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Buy |
2,228
+247
| +12% | +$67.4K | 0.39% | 30 |
|
|
2025
Q1 | $532K | Buy |
1,981
+112
| +6% | +$30.1K | 0.4% | 29 |
|
|
2024
Q4 | $625K | Sell |
1,869
-57
| -3% | -$19.1K | 0.47% | 23 |
|
|
2024
Q3 | $527K | Buy |
1,926
+145
| +8% | +$39.7K | 0.42% | 28 |
|
|
2024
Q2 | $458K | Buy |
1,781
+330
| +23% | +$84.8K | 0.39% | 36 |
|
|
2024
Q1 | $437K | Buy |
1,451
+622
| +75% | +$187K | 0.35% | 41 |
|
|
2023
Q4 | $218K | Sell |
829
-187
| -18% | -$49.2K | 0.19% | 55 |
|
|
2023
Q3 | $206K | Buy |
1,016
+20
| +2% | +$4.06K | 0.28% | 46 |
|
|
2023
Q2 | $210K | Buy |
+996
| New | +$210K | 0.29% | 44 |
|
|
2022
Q4 | – | Sell |
-989
| Closed | -$142K | – | 72 |
|
|
2022
Q3 | $142K | Hold |
989
| – | – | 0.19% | 59 |
|
|
2022
Q2 | $163K | Buy |
989
+66
| +7% | +$10.9K | 0.23% | 51 |
|
|
2022
Q1 | $196K | Buy |
923
+107
| +13% | +$22.7K | 0.19% | 53 |
|
|
2021
Q4 | $207K | Buy |
816
+11
| +1% | +$2.79K | 0.26% | 48 |
|
|
2021
Q3 | $218K | Buy |
805
+26
| +3% | +$7.04K | 0.3% | 36 |
|
|
2021
Q2 | $190K | Buy |
779
+6
| +0.8% | +$1.46K | 0.26% | 49 |
|
|
2021
Q1 | $164K | Buy |
773
+76
| +11% | +$16.1K | 0.28% | 47 |
|
|
2020
Q4 | $155K | Buy |
+697
| New | +$155K | 0.43% | 45 |
|