WMP
Wealth Management Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
7,682
+135
| +2% | +$36.4K | 0.73% | 33 |
|
|
2025
Q1 | $2.03M | Sell |
7,547
-45
| -0.6% | -$12.1K | 0.94% | 27 |
|
|
2024
Q4 | $2.54M | Sell |
7,592
-165
| -2% | -$55.2K | 1.1% | 24 |
|
|
2024
Q3 | $2.12M | Sell |
7,757
-286
| -4% | -$78.3K | 0.98% | 25 |
|
|
2024
Q2 | $2.07M | Buy |
8,043
+132
| +2% | +$33.9K | 1.01% | 26 |
|
|
2024
Q1 | $2.38M | Sell |
7,911
-131
| -2% | -$39.5K | 1.21% | 21 |
|
|
2023
Q4 | $2.12M | Buy |
8,042
+12
| +0.1% | +$3.16K | 1.18% | 22 |
|
|
2023
Q3 | $1.63M | Buy |
8,030
+640
| +9% | +$130K | 1.02% | 25 |
|
|
2023
Q2 | $1.56M | Buy |
7,390
+608
| +9% | +$128K | 0.98% | 23 |
|
|
2023
Q1 | $1.35M | Sell |
6,782
-218
| -3% | -$43.6K | 0.95% | 23 |
|
|
2022
Q4 | $883K | Hold |
7,000
| – | – | 0.74% | 34 |
|
|
2022
Q3 | $999K | Hold |
7,000
| – | – | 0.88% | 26 |
|
|
2022
Q2 | $1.11M | Hold |
7,000
| – | – | 0.97% | 25 |
|
|
2022
Q1 | $1.43M | Buy |
7,000
+1,000
| +17% | +$204K | 1.02% | 21 |
|
|
2021
Q4 | $1.59M | Buy |
6,000
+15
| +0.3% | +$3.97K | 1.09% | 19 |
|
|
2021
Q3 | $1.62M | Buy |
5,985
+174
| +3% | +$47.2K | 1.2% | 19 |
|
|
2021
Q2 | $1.42M | Sell |
5,811
-138
| -2% | -$33.7K | 0.99% | 25 |
|
|
2021
Q1 | $1.31M | Buy |
5,949
+904
| +18% | +$200K | 0.98% | 28 |
|
|
2020
Q4 | $1.14M | Buy |
+5,045
| New | +$1.14M | 0.89% | 27 |
|