WDG
Wealth Dimensions Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
1,185
+41
| +4% | +$11.2K | 0.07% | 125 |
|
|
2025
Q1 | $307K | Sell |
1,144
-130
| -10% | -$34.9K | 0.07% | 127 |
|
|
2024
Q4 | $426K | Buy |
1,274
+52
| +4% | +$17.4K | 0.1% | 100 |
|
|
2024
Q3 | $335K | Sell |
1,222
-50
| -4% | -$13.7K | 0.08% | 108 |
|
|
2024
Q2 | $327K | Buy |
1,272
+17
| +1% | +$4.37K | 0.09% | 105 |
|
|
2024
Q1 | $378K | Sell |
1,255
-69
| -5% | -$20.8K | 0.11% | 97 |
|
|
2023
Q4 | $349K | Sell |
1,324
-206
| -13% | -$54.2K | 0.11% | 100 |
|
|
2023
Q3 | $310K | Sell |
1,530
-136
| -8% | -$27.6K | 0.11% | 103 |
|
|
2023
Q2 | $352K | Buy |
1,666
+332
| +25% | +$70.2K | 0.13% | 98 |
|
|
2023
Q1 | $267K | Buy |
+1,334
| New | +$267K | 0.1% | 108 |
|
|
2022
Q3 | – | Sell |
-1,234
| Closed | -$204K | – | 122 |
|
|
2022
Q2 | $204K | Sell |
1,234
-35
| -3% | -$5.79K | 0.1% | 121 |
|
|
2022
Q1 | $270K | Buy |
1,269
+141
| +13% | +$30K | 0.13% | 112 |
|
|
2021
Q4 | $287K | Buy |
+1,128
| New | +$287K | 0.14% | 104 |
|