WPW
Waldron Private Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Sell |
3,381
-65
| -2% | -$17.8K | 0.04% | 143 |
|
|
2025
Q1 | $925K | Sell |
3,446
-3,811
| -53% | -$1.02M | 0.04% | 139 |
|
|
2024
Q4 | $2.43M | Sell |
7,257
-515
| -7% | -$172K | 0.1% | 100 |
|
|
2024
Q3 | $2.13M | Buy |
7,772
+919
| +13% | +$252K | 0.09% | 101 |
|
|
2024
Q2 | $1.76M | Buy |
6,853
+34
| +0.5% | +$8.74K | 0.08% | 104 |
|
|
2024
Q1 | $2.06M | Sell |
6,819
-680
| -9% | -$205K | 0.09% | 97 |
|
|
2023
Q4 | $1.97M | Sell |
7,499
-368
| -5% | -$96.8K | 0.09% | 97 |
|
|
2023
Q3 | $1.6M | Sell |
7,867
-65
| -0.8% | -$13.2K | 0.08% | 107 |
|
|
2023
Q2 | $1.68M | Sell |
7,932
-596
| -7% | -$126K | 0.08% | 110 |
|
|
2023
Q1 | $1.7M | Sell |
8,528
-2,205
| -21% | -$441K | 0.08% | 119 |
|
|
2022
Q4 | $1.54M | Hold |
10,733
| – | – | 0.1% | 115 |
|
|
2022
Q3 | $1.54M | Buy |
10,733
+1,280
| +14% | +$184K | 0.1% | 115 |
|
|
2022
Q2 | $1.56M | Buy |
9,453
+777
| +9% | +$128K | 0.09% | 129 |
|
|
2022
Q1 | $1.84M | Buy |
8,676
+574
| +7% | +$122K | 0.09% | 121 |
|
|
2021
Q4 | $2.06M | Buy |
8,102
+3,592
| +80% | +$912K | 0.1% | 113 |
|
|
2021
Q3 | $1.22M | Buy |
4,510
+654
| +17% | +$177K | 0.07% | 133 |
|
|
2021
Q2 | $941K | Sell |
3,856
-111
| -3% | -$27.1K | 0.06% | 145 |
|
|
2021
Q1 | $840K | Buy |
3,967
+332
| +9% | +$70.3K | 0.06% | 141 |
|
|
2020
Q4 | $808K | Buy |
3,635
+5
| +0.1% | +$1.11K | 0.06% | 142 |
|
|
2020
Q3 | $912K | Buy |
3,630
+221
| +6% | +$55.5K | 0.08% | 124 |
|
|
2020
Q2 | $638K | Buy |
3,409
+177
| +5% | +$33.1K | 0.06% | 141 |
|
|
2020
Q1 | $465K | Buy |
3,232
+931
| +40% | +$134K | 0.05% | 147 |
|
|
2019
Q4 | $374K | Sell |
2,301
-12
| -0.5% | -$1.95K | 0.03% | 185 |
|
|
2019
Q3 | $343K | Buy |
+2,313
| New | +$343K | 0.03% | 177 |
|