SSWM
Sheets Smith Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
1,409
+60
| +4% | +$16.4K | 0.05% | 317 |
|
|
2025
Q1 | $362K | Buy |
1,349
+15
| +1% | +$4.03K | 0.05% | 289 |
|
|
2024
Q4 | $446K | Buy |
1,334
+50
| +4% | +$16.7K | 0.05% | 276 |
|
|
2024
Q3 | $351K | Sell |
1,284
-37
| -3% | -$10.1K | 0.04% | 299 |
|
|
2024
Q2 | $340K | Sell |
1,321
-2,030
| -61% | -$522K | 0.04% | 299 |
|
|
2024
Q1 | $1.01M | Buy |
3,351
+871
| +35% | +$262K | 0.11% | 164 |
|
|
2023
Q4 | $653K | Buy |
2,480
+427
| +21% | +$112K | 0.09% | 179 |
|
|
2023
Q3 | $416K | Buy |
+2,053
| New | +$416K | 0.06% | 224 |
|
|
2022
Q1 | – | Sell |
-826
| Closed | -$210K | – | 362 |
|
|
2021
Q4 | $210K | Buy |
+826
| New | +$210K | 0.03% | 354 |
|
|
2020
Q4 | – | Sell |
-1,321
| Closed | -$332K | – | 336 |
|
|
2020
Q3 | $332K | Buy |
+1,321
| New | +$332K | 0.06% | 229 |
|
|
2020
Q2 | – | Sell |
-6,314
| Closed | -$909K | – | 265 |
|
|
2020
Q1 | $909K | Buy |
6,314
+100
| +2% | +$14.4K | 0.19% | 118 |
|
|
2019
Q4 | $1.01M | Sell |
6,214
-3,613
| -37% | -$588K | 0.19% | 122 |
|
|
2019
Q3 | $1.46M | Sell |
9,827
-4,406
| -31% | -$654K | 0.3% | 89 |
|
|
2019
Q2 | $2.16M | Buy |
14,233
+2,843
| +25% | +$431K | 0.44% | 61 |
|
|
2019
Q1 | $1.8M | Buy |
11,390
+8,685
| +321% | +$1.38M | 0.39% | 77 |
|
|
2018
Q4 | $371K | Sell |
2,705
-3,519
| -57% | -$483K | 0.1% | 195 |
|
|
2018
Q3 | $990K | Buy |
6,224
+135
| +2% | +$21.5K | 0.2% | 123 |
|
|
2018
Q2 | $831K | Buy |
6,089
+124
| +2% | +$16.9K | 0.19% | 128 |
|
|
2018
Q1 | $694K | Sell |
5,965
-172
| -3% | -$20K | 0.17% | 149 |
|
|
2017
Q4 | $627K | Buy |
6,137
+112
| +2% | +$11.4K | 0.15% | 171 |
|
|
2017
Q3 | $563K | Sell |
6,025
-45
| -0.7% | -$4.21K | 0.14% | 178 |
|
|
2017
Q2 | $526K | Buy |
+6,070
| New | +$526K | 0.14% | 169 |
|