TWM
Thrive Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
7,235
-10
| -0.1% | -$2.73K | 0.32% | 40 |
|
|
2025
Q1 | $1.94M | Sell |
7,245
-537
| -7% | -$144K | 0.37% | 33 |
|
|
2024
Q4 | $2.6M | Sell |
7,782
-8
| -0.1% | -$2.68K | 0.47% | 27 |
|
|
2024
Q3 | $2.13M | Sell |
7,790
-442
| -5% | -$121K | 0.39% | 31 |
|
|
2024
Q2 | $2.12M | Sell |
8,232
-454
| -5% | -$117K | 0.41% | 31 |
|
|
2024
Q1 | $2.62M | Buy |
8,686
+476
| +6% | +$143K | 0.54% | 28 |
|
|
2023
Q4 | $2.16M | Buy |
8,210
+29
| +0.4% | +$7.63K | 0.48% | 28 |
|
|
2023
Q3 | $1.66M | Buy |
8,181
+2,560
| +46% | +$519K | 0.44% | 25 |
|
|
2023
Q2 | $1.19M | Buy |
5,621
+82
| +1% | +$17.3K | 0.31% | 42 |
|
|
2023
Q1 | $1.11M | Buy |
5,539
+118
| +2% | +$23.6K | 0.28% | 39 |
|
|
2022
Q4 | $719K | Sell |
5,421
-220
| -4% | -$29.2K | 0.21% | 61 |
|
|
2022
Q3 | $811K | Buy |
5,641
+1,291
| +30% | +$186K | 0.28% | 45 |
|
|
2022
Q2 | $718K | Sell |
4,350
-19
| -0.4% | -$3.14K | 0.25% | 45 |
|
|
2022
Q1 | $928K | Buy |
+4,369
| New | +$928K | 0.27% | 44 |
|