TWP
Triad Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
1,667
-48
| -3% | -$13.1K | 0.09% | 167 |
|
|
2025
Q1 | $460K | Buy |
1,715
+26
| +2% | +$6.98K | 0.14% | 112 |
|
|
2024
Q4 | $565K | Buy |
+1,689
| New | +$565K | 0.2% | 81 |
|
|
2024
Q3 | – | Sell |
-1,437
| Closed | -$369K | – | 229 |
|
|
2024
Q2 | $369K | Buy |
1,437
+684
| +91% | +$176K | 0.19% | 52 |
|
|
2024
Q1 | $227K | Buy |
+753
| New | +$227K | 0.17% | 52 |
|