SWM
Sculati Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Sell |
10,023
-110
| -1% | -$30K | 1.03% | 33 |
|
|
2025
Q1 | $2.72M | Sell |
10,133
-10
| -0.1% | -$2.68K | 1.1% | 28 |
|
|
2024
Q4 | $3.39M | Sell |
10,143
-75
| -0.7% | -$25.1K | 1.34% | 18 |
|
|
2024
Q3 | $2.8M | Buy |
10,218
+11
| +0.1% | +$3.01K | 1.12% | 25 |
|
|
2024
Q2 | $2.62M | Buy |
10,207
+53
| +0.5% | +$13.6K | 1.12% | 28 |
|
|
2024
Q1 | $3.06M | Buy |
10,154
+5
| +0% | +$1.51K | 1.32% | 23 |
|
|
2023
Q4 | $2.67M | Sell |
10,149
-27
| -0.3% | -$7.11K | 1.24% | 25 |
|
|
2023
Q3 | $2.06M | Buy |
10,176
+482
| +5% | +$97.7K | 1.05% | 30 |
|
|
2023
Q2 | $2.05M | Sell |
9,694
-76
| -0.8% | -$16.1K | 1.03% | 30 |
|
|
2023
Q1 | $1.95M | Buy |
9,770
+583
| +6% | +$116K | 1.04% | 30 |
|
|
2022
Q4 | $1.22M | Buy |
9,187
+4,222
| +85% | +$560K | 0.68% | 51 |
|
|
2022
Q3 | $714K | Buy |
4,965
+1,390
| +39% | +$200K | 0.42% | 67 |
|
|
2022
Q2 | $590K | Buy |
+3,575
| New | +$590K | 0.34% | 77 |
|
|
2022
Q1 | – | Sell |
-929
| Closed | -$236K | – | 119 |
|
|
2021
Q4 | $236K | Hold |
929
| – | – | 0.11% | 106 |
|
|
2021
Q3 | $252K | Buy |
929
+23
| +3% | +$6.24K | 0.13% | 100 |
|
|
2021
Q2 | $221K | Buy |
+906
| New | +$221K | 0.12% | 105 |
|
|
2021
Q1 | – | Sell |
-900
| Closed | -$200K | – | 118 |
|
|
2020
Q4 | $200K | Hold |
900
| – | – | 0.13% | 101 |
|
|
2020
Q3 | $226K | Buy |
+900
| New | +$226K | 0.17% | 95 |
|