SSWM
Smith Salley Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
9,576
+1,110
| +13% | +$303K | 0.15% | 98 |
|
|
2025
Q1 | $2.27M | Buy |
8,466
+3,024
| +56% | +$811K | 0.15% | 97 |
|
|
2024
Q4 | $1.82M | Buy |
5,442
+418
| +8% | +$140K | 0.12% | 111 |
|
|
2024
Q3 | $1.38M | Buy |
5,024
+395
| +9% | +$108K | 0.09% | 124 |
|
|
2024
Q2 | $1.19M | Sell |
4,629
-657
| -12% | -$169K | 0.09% | 125 |
|
|
2024
Q1 | $1.59M | Buy |
5,286
+291
| +6% | +$87.6K | 0.12% | 106 |
|
|
2023
Q4 | $1.31M | Buy |
4,995
+185
| +4% | +$48.7K | 0.08% | 124 |
|
|
2023
Q3 | $975K | Buy |
4,810
+220
| +5% | +$44.6K | 0.07% | 128 |
|
|
2023
Q2 | $970K | Sell |
4,590
-80
| -2% | -$16.9K | 0.07% | 129 |
|
|
2023
Q1 | $933K | Buy |
4,670
+1,442
| +45% | +$288K | 0.07% | 132 |
|
|
2022
Q4 | $428K | Sell |
3,228
-108
| -3% | -$14.3K | 0.04% | 176 |
|
|
2022
Q3 | $480K | Buy |
3,336
+127
| +4% | +$18.3K | 0.04% | 166 |
|
|
2022
Q2 | $530K | Sell |
3,209
-959
| -23% | -$158K | 0.05% | 164 |
|
|
2022
Q1 | $885K | Buy |
4,168
+8
| +0.2% | +$1.7K | 0.07% | 149 |
|
|
2021
Q4 | $1.06M | Sell |
4,160
-162
| -4% | -$41.2K | 0.07% | 146 |
|
|
2021
Q3 | $1.17M | Buy |
4,322
+547
| +14% | +$148K | 0.09% | 133 |
|
|
2021
Q2 | $922K | Buy |
3,775
+1,586
| +72% | +$387K | 0.07% | 147 |
|
|
2021
Q1 | $464K | Sell |
2,189
-188
| -8% | -$39.9K | 0.04% | 177 |
|
|
2020
Q4 | $529K | Buy |
2,377
+494
| +26% | +$110K | 0.05% | 151 |
|
|
2020
Q3 | $473K | Sell |
1,883
-20
| -1% | -$5.02K | 0.06% | 135 |
|
|
2020
Q2 | $356K | Buy |
+1,903
| New | +$356K | 0.05% | 146 |
|