SWMG
Signature Wealth Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
7,127
+24
| +0.3% | +$6.55K | 0.77% | 53 |
|
|
2025
Q1 | $1.91M | Buy |
7,103
+266
| +4% | +$71.4K | 0.74% | 53 |
|
|
2024
Q4 | $2.29M | Buy |
6,837
+77
| +1% | +$25.7K | 0.92% | 46 |
|
|
2024
Q3 | $1.85M | Buy |
6,760
+748
| +12% | +$205K | 0.74% | 47 |
|
|
2024
Q2 | $1.55M | Buy |
6,012
+1,643
| +38% | +$422K | 0.68% | 57 |
|
|
2024
Q1 | $1.18M | Buy |
4,369
+279
| +7% | +$75.4K | 0.54% | 66 |
|
|
2023
Q4 | $1.08M | Buy |
+4,090
| New | +$1.08M | 0.5% | 68 |
|
|
2023
Q2 | $1.36M | Sell |
6,416
-501
| -7% | -$106K | 0.63% | 54 |
|
|
2023
Q1 | $1.38M | Buy |
6,917
+242
| +4% | +$48.3K | 0.66% | 51 |
|
|
2022
Q4 | $885K | Sell |
6,675
-3,887
| -37% | -$515K | 0.43% | 68 |
|
|
2022
Q3 | $1.52M | Sell |
10,562
-670
| -6% | -$96.4K | 0.77% | 55 |
|
|
2022
Q2 | $1.85M | Buy |
11,232
+409
| +4% | +$67.5K | 0.9% | 50 |
|
|
2022
Q1 | $2.3M | Buy |
10,823
+3,182
| +42% | +$676K | 1.03% | 47 |
|
|
2021
Q4 | $1.94M | Buy |
7,641
+866
| +13% | +$220K | 0.98% | 48 |
|
|
2021
Q3 | $1.84M | Buy |
6,775
+765
| +13% | +$208K | 1.02% | 46 |
|
|
2021
Q2 | $1.47M | Buy |
6,010
+818
| +16% | +$200K | 0.82% | 53 |
|
|
2021
Q1 | $1.1M | Buy |
5,192
+428
| +9% | +$90.7K | 0.65% | 55 |
|
|
2020
Q4 | $1.06M | Buy |
+4,764
| New | +$1.06M | 0.67% | 54 |
|