Wealth Management Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $201K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $329K | Sell |
|
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|
2022
Q1 | $838K | Hold |
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|
2021
Q4 | $1M | Buy |
|
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $896K | Sell |
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|
2021
Q1 | $843K | Buy |
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|
2020
Q4 | $813K | Sell |
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|
2020
Q3 | $938K | Sell |
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|
2020
Q2 | $807K | Hold |
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|
2020
Q1 | $620K | Sell |
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|
2019
Q4 | $720K | Sell |
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|
2019
Q3 | $658K | Buy |
|