TSWM
Triangle Securities Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
8,998
+279
| +3% | +$76.1K | 0.6% | 49 |
|
|
2025
Q1 | $2.34M | Sell |
8,719
-53
| -0.6% | -$14.2K | 0.6% | 51 |
|
|
2024
Q4 | $2.93M | Sell |
8,772
-175
| -2% | -$58.5K | 0.75% | 33 |
|
|
2024
Q3 | $2.45M | Sell |
8,947
-81
| -0.9% | -$22.2K | 0.63% | 45 |
|
|
2024
Q2 | $2.32M | Buy |
9,028
+43
| +0.5% | +$11.1K | 0.66% | 47 |
|
|
2024
Q1 | $2.71M | Sell |
8,985
-99
| -1% | -$29.8K | 0.77% | 32 |
|
|
2023
Q4 | $2.39M | Sell |
9,084
-60
| -0.7% | -$15.8K | 0.74% | 34 |
|
|
2023
Q3 | $1.85M | Buy |
9,144
+12
| +0.1% | +$2.43K | 0.66% | 45 |
|
|
2023
Q2 | $1.93M | Sell |
9,132
-208
| -2% | -$43.9K | 0.66% | 45 |
|
|
2023
Q1 | $1.87M | Sell |
9,340
-1,159
| -11% | -$232K | 0.67% | 46 |
|
|
2022
Q4 | $1.39M | Sell |
10,499
-504
| -5% | -$66.8K | 0.51% | 62 |
|
|
2022
Q3 | $1.58M | Buy |
11,003
+185
| +2% | +$26.6K | 0.65% | 50 |
|
|
2022
Q2 | $1.79M | Buy |
10,818
+370
| +4% | +$61.1K | 0.7% | 46 |
|
|
2022
Q1 | $2.22M | Sell |
10,448
-17
| -0.2% | -$3.61K | 0.74% | 40 |
|
|
2021
Q4 | $2.66M | Sell |
10,465
-10
| -0.1% | -$2.54K | 0.83% | 32 |
|
|
2021
Q3 | $2.84M | Buy |
10,475
+113
| +1% | +$30.6K | 0.96% | 28 |
|
|
2021
Q2 | $2.53M | Buy |
10,362
+362
| +4% | +$88.4K | 0.86% | 34 |
|
|
2021
Q1 | $2.12M | Buy |
10,000
+472
| +5% | +$100K | 0.77% | 41 |
|
|
2020
Q4 | $2.12M | Sell |
9,528
-61
| -0.6% | -$13.6K | 0.84% | 32 |
|
|
2020
Q3 | $2.41M | Sell |
9,589
-65
| -0.7% | -$16.3K | 1.09% | 23 |
|
|
2020
Q2 | $1.81M | Buy |
9,654
+92
| +1% | +$17.2K | 0.87% | 33 |
|
|
2020
Q1 | $1.38M | Sell |
9,562
-10
| -0.1% | -$1.44K | 0.79% | 42 |
|
|
2019
Q4 | $1.56M | Buy |
9,572
+148
| +2% | +$24.1K | 0.67% | 50 |
|
|
2019
Q3 | $1.4M | Sell |
9,424
-3,300
| -26% | -$490K | 0.68% | 48 |
|
|
2019
Q2 | $1.94M | Buy |
12,724
+370
| +3% | +$56.5K | 0.99% | 34 |
|
|
2019
Q1 | $1.96M | Buy |
12,354
+52
| +0.4% | +$8.24K | 1.03% | 30 |
|
|
2018
Q4 | $1.69M | Buy |
12,302
+395
| +3% | +$54.1K | 1% | 35 |
|
|
2018
Q3 | $1.89M | Sell |
11,907
-150
| -1% | -$23.9K | 1.01% | 33 |
|
|
2018
Q2 | $1.65M | Buy |
12,057
+65
| +0.5% | +$8.87K | 0.92% | 32 |
|
|
2018
Q1 | $1.4M | Sell |
11,992
-18
| -0.1% | -$2.09K | 0.8% | 47 |
|
|
2017
Q4 | $1.23M | Buy |
12,010
+5
| +0% | +$511 | 0.7% | 46 |
|
|
2017
Q3 | $1.12M | Buy |
12,005
+300
| +3% | +$28K | 0.67% | 49 |
|
|
2017
Q2 | $1.01M | Buy |
11,705
+150
| +1% | +$13K | 0.67% | 50 |
|
|
2017
Q1 | $953K | Sell |
11,555
-175
| -1% | -$14.4K | 0.61% | 55 |
|
|
2016
Q4 | $803K | Sell |
11,730
-95
| -0.8% | -$6.5K | 0.54% | 59 |
|
|
2016
Q3 | $843K | Buy |
+11,825
| New | +$843K | 0.58% | 56 |
|