SWMP
Signature Wealth Management Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
936
| – | – | 0.15% | 93 |
|
|
2025
Q1 | $251K | Sell |
936
-96
| -9% | -$25.8K | 0.16% | 90 |
|
|
2024
Q4 | $345K | Sell |
1,032
-15
| -1% | -$5.02K | 0.24% | 73 |
|
|
2024
Q3 | $287K | Hold |
1,047
| – | – | 0.21% | 80 |
|
|
2024
Q2 | $269K | Buy |
+1,047
| New | +$269K | 0.2% | 83 |
|