SWM
Segment Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
10,573
+394
| +4% | +$107K | 0.18% | 92 |
|
|
2025
Q1 | $2.73M | Buy |
10,179
+641
| +7% | +$172K | 0.18% | 84 |
|
|
2024
Q4 | $3.19M | Hold |
9,538
| – | – | 0.22% | 80 |
|
|
2024
Q3 | $2.61M | Buy |
9,538
+596
| +7% | +$163K | 0.18% | 88 |
|
|
2024
Q2 | $2.3M | Buy |
8,942
+361
| +4% | +$92.8K | 0.17% | 87 |
|
|
2024
Q1 | $2.58M | Buy |
8,581
+961
| +13% | +$289K | 0.2% | 88 |
|
|
2023
Q4 | $2.01M | Buy |
7,620
+1,205
| +19% | +$317K | 0.18% | 90 |
|
|
2023
Q3 | $1.3M | Buy |
6,415
+681
| +12% | +$138K | 0.13% | 103 |
|
|
2023
Q2 | $1.21M | Buy |
5,734
+37
| +0.6% | +$7.82K | 0.12% | 102 |
|
|
2023
Q1 | $1.14M | Buy |
5,697
+28
| +0.5% | +$5.59K | 0.13% | 98 |
|
|
2022
Q4 | $752K | Sell |
5,669
-1,584
| -22% | -$210K | 0.09% | 121 |
|
|
2022
Q3 | $1.04M | Sell |
7,253
-24
| -0.3% | -$3.45K | 0.13% | 101 |
|
|
2022
Q2 | $1.2M | Sell |
7,277
-2,873
| -28% | -$474K | 0.15% | 91 |
|
|
2022
Q1 | $2.16M | Buy |
10,150
+984
| +11% | +$209K | 0.22% | 88 |
|
|
2021
Q4 | $2.33M | Buy |
9,166
+581
| +7% | +$148K | 0.24% | 88 |
|
|
2021
Q3 | $2.33M | Sell |
8,585
-32
| -0.4% | -$8.68K | 0.28% | 84 |
|
|
2021
Q2 | $2.11M | Sell |
8,617
-238
| -3% | -$58.1K | 0.25% | 90 |
|
|
2021
Q1 | $1.88M | Buy |
8,855
+811
| +10% | +$172K | 0.25% | 90 |
|
|
2020
Q4 | $1.79M | Buy |
8,044
+3,696
| +85% | +$822K | 0.26% | 86 |
|
|
2020
Q3 | $1.09M | Buy |
4,348
+1,250
| +40% | +$314K | 0.18% | 97 |
|
|
2020
Q2 | $580K | Buy |
3,098
+270
| +10% | +$50.5K | 0.11% | 119 |
|
|
2020
Q1 | $407K | Buy |
2,828
+326
| +13% | +$46.9K | 0.09% | 128 |
|
|
2019
Q4 | $407K | Sell |
2,502
-72
| -3% | -$11.7K | 0.07% | 168 |
|
|
2019
Q3 | $382K | Buy |
2,574
+274
| +12% | +$40.7K | 0.07% | 145 |
|
|
2019
Q2 | $349K | Buy |
2,300
+240
| +12% | +$36.4K | 0.07% | 149 |
|
|
2019
Q1 | $326K | Buy |
2,060
+502
| +32% | +$79.4K | 0.07% | 153 |
|
|
2018
Q4 | $213K | Buy |
1,558
+254
| +19% | +$34.7K | 0.05% | 171 |
|
|
2018
Q3 | $207K | Buy |
+1,304
| New | +$207K | 0.05% | 205 |
|