SWM
Seed Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Hold |
3,685
| – | – | 0.75% | 38 |
|
|
2025
Q1 | $989K | Hold |
3,685
| – | – | 0.81% | 30 |
|
|
2024
Q4 | $1.23M | Hold |
3,685
| – | – | 0.99% | 25 |
|
|
2024
Q3 | $1.01M | Buy |
3,685
+35
| +1% | +$9.58K | 0.81% | 32 |
|
|
2024
Q2 | $938K | Sell |
3,650
-40
| -1% | -$10.3K | 0.82% | 32 |
|
|
2024
Q1 | $1.12M | Buy |
3,690
+40
| +1% | +$12.1K | 1.07% | 26 |
|
|
2023
Q4 | $935K | Hold |
3,650
| – | – | 0.94% | 27 |
|
|
2023
Q3 | $740K | Hold |
3,650
| – | – | 0.83% | 32 |
|
|
2023
Q2 | $771K | Hold |
3,650
| – | – | 0.82% | 30 |
|
|
2023
Q1 | $729K | Hold |
3,650
| – | – | 0.83% | 28 |
|
|
2022
Q4 | $484K | Buy |
+3,650
| New | +$484K | 0.55% | 46 |
|