SWM
Spire Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Sell |
12,146
-1,501
| -11% | -$409K | 0.12% | 151 |
|
|
2025
Q1 | $3.66M | Sell |
13,647
-686
| -5% | -$184K | 0.12% | 157 |
|
|
2024
Q4 | $4.79M | Sell |
14,333
-4,280
| -23% | -$1.43M | 0.15% | 130 |
|
|
2024
Q3 | $5.09M | Sell |
18,613
-17,352
| -48% | -$4.75M | 0.17% | 115 |
|
|
2024
Q2 | $9.24M | Sell |
35,965
-4,450
| -11% | -$1.14M | 0.33% | 63 |
|
|
2024
Q1 | $25.4M | Sell |
40,415
-265
| -0.7% | -$167K | 0.46% | 37 |
|
|
2023
Q4 | $11.4M | Buy |
40,680
+3,602
| +10% | +$1.01M | 0.38% | 55 |
|
|
2023
Q3 | $7.52M | Sell |
37,078
-12,809
| -26% | -$2.6M | 0.29% | 72 |
|
|
2023
Q2 | $10.5M | Buy |
49,887
+14,357
| +40% | +$3.03M | 0.39% | 57 |
|
|
2023
Q1 | $7.1M | Buy |
35,530
+26,097
| +277% | +$5.21M | 0.28% | 80 |
|
|
2022
Q4 | $1.25M | Sell |
9,433
-2,769
| -23% | -$367K | 0.07% | 210 |
|
|
2022
Q3 | $1.76M | Sell |
12,202
-10,434
| -46% | -$1.5M | 0.11% | 144 |
|
|
2022
Q2 | $3.74M | Sell |
22,636
-10,196
| -31% | -$1.68M | 0.15% | 137 |
|
|
2022
Q1 | $6.97M | Sell |
32,832
-10,957
| -25% | -$2.33M | 0.19% | 127 |
|
|
2021
Q4 | $11.1M | Buy |
43,789
+4,490
| +11% | +$1.14M | 0.25% | 112 |
|
|
2021
Q3 | $10.7M | Buy |
39,299
+1,941
| +5% | +$531K | 0.28% | 101 |
|
|
2021
Q2 | $9.29M | Buy |
37,358
+432
| +1% | +$107K | 0.25% | 114 |
|
|
2021
Q1 | $7.58M | Buy |
+36,926
| New | +$7.58M | 0.2% | 122 |
|