SWM
Selective Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Sell |
22,551
-712
| -3% | -$193K | 2.23% | 9 |
|
|
2025
Q1 | $5.93M | Sell |
23,263
-681
| -3% | -$174K | 2.58% | 8 |
|
|
2024
Q4 | $7.75M | Sell |
23,944
-1,472
| -6% | -$476K | 3.15% | 6 |
|
|
2024
Q3 | $7.41M | Sell |
25,416
-1,908
| -7% | -$556K | 3.08% | 6 |
|
|
2024
Q2 | $6.9M | Sell |
27,324
-1,368
| -5% | -$345K | 3.04% | 7 |
|
|
2024
Q1 | $8.6M | Sell |
28,692
-933
| -3% | -$280K | 3.74% | 6 |
|
|
2023
Q4 | $7.44M | Sell |
29,625
-2,486
| -8% | -$625K | 3.75% | 6 |
|
|
2023
Q3 | $6.48M | Sell |
32,111
-2,416
| -7% | -$488K | 3.56% | 6 |
|
|
2023
Q2 | $7.35M | Buy |
+34,527
| New | +$7.35M | 3.67% | 5 |
|
|
2022
Q4 | $5.63M | Sell |
37,244
-8,749
| -19% | -$1.32M | 2.97% | 5 |
|
|
2022
Q3 | $6.62M | Sell |
45,993
-1,134
| -2% | -$163K | 2.84% | 9 |
|
|
2022
Q2 | $7.78M | Buy |
47,127
+16,315
| +53% | +$2.69M | 2.77% | 7 |
|
|
2022
Q1 | $6.54M | Buy |
30,812
+1,146
| +4% | +$243K | 2.37% | 12 |
|
|
2021
Q4 | $7.54M | Buy |
29,666
+2,014
| +7% | +$512K | 3.08% | 10 |
|
|
2021
Q3 | $7.5M | Buy |
27,652
+27,435
| +12,643% | +$7.44M | 3.97% | 7 |
|
|
2021
Q2 | $53K | Buy |
217
+14
| +7% | +$3.42K | 0.04% | 183 |
|
|
2021
Q1 | $43K | Sell |
203
-300
| -60% | -$63.5K | 0.04% | 139 |
|
|
2020
Q4 | $112K | Buy |
503
+151
| +43% | +$33.6K | 0.07% | 72 |
|
|
2020
Q3 | $88K | Sell |
352
-47
| -12% | -$11.8K | 0.07% | 78 |
|
|
2020
Q2 | $75K | Buy |
399
+300
| +303% | +$56.4K | 0.06% | 89 |
|
|
2020
Q1 | $14K | Hold |
99
| – | – | 0.02% | 126 |
|
|
2019
Q4 | $16K | Hold |
99
| – | – | 0.02% | 132 |
|
|
2019
Q3 | $15K | Buy |
+99
| New | +$15K | 0.02% | 139 |
|