WP
WealthShield Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
10,859
+415
| +4% | +$113K | 0.36% | 79 |
|
|
2025
Q1 | $2.8M | Buy |
10,444
+1,882
| +22% | +$505K | 0.36% | 78 |
|
|
2024
Q4 | $2.87M | Sell |
8,562
-642
| -7% | -$215K | 0.41% | 73 |
|
|
2024
Q3 | $2.52M | Sell |
9,204
-815
| -8% | -$223K | 0.34% | 87 |
|
|
2024
Q2 | $2.58M | Buy |
10,019
+1,024
| +11% | +$263K | 0.39% | 76 |
|
|
2024
Q1 | $2.71M | Sell |
8,995
-149
| -2% | -$44.9K | 0.44% | 66 |
|
|
2023
Q4 | $2.41M | Sell |
9,144
-9,112
| -50% | -$2.4M | 0.4% | 73 |
|
|
2023
Q3 | $3.7M | Buy |
18,256
+4,246
| +30% | +$861K | 0.56% | 45 |
|
|
2023
Q2 | $2.96M | Buy |
14,010
+1,977
| +16% | +$418K | 0.45% | 57 |
|
|
2023
Q1 | $2.4M | Sell |
12,033
-1,081
| -8% | -$216K | 0.39% | 63 |
|
|
2022
Q4 | $1.74M | Buy |
13,114
+2,418
| +23% | +$321K | 0.33% | 84 |
|
|
2022
Q3 | $1.54M | Buy |
10,696
+1,216
| +13% | +$175K | 0.31% | 88 |
|
|
2022
Q2 | $1.57M | Sell |
9,480
-3,357
| -26% | -$554K | 0.31% | 81 |
|
|
2022
Q1 | $2.73M | Buy |
12,837
+5,952
| +86% | +$1.26M | 0.44% | 55 |
|
|
2021
Q4 | $1.75M | Buy |
6,885
+790
| +13% | +$201K | 0.29% | 73 |
|
|
2021
Q3 | $1.65M | Buy |
6,095
+733
| +14% | +$199K | 0.44% | 57 |
|
|
2021
Q2 | $1.31M | Buy |
5,362
+779
| +17% | +$190K | 0.21% | 85 |
|
|
2021
Q1 | $971K | Buy |
4,583
+637
| +16% | +$135K | 0.17% | 100 |
|
|
2020
Q4 | $877K | Buy |
3,946
+434
| +12% | +$96.5K | 0.16% | 117 |
|
|
2020
Q3 | $883K | Sell |
3,512
-20
| -0.6% | -$5.03K | 0.31% | 74 |
|
|
2020
Q2 | $662K | Buy |
3,532
+1,947
| +123% | +$365K | 0.3% | 76 |
|
|
2020
Q1 | $228K | Buy |
+1,585
| New | +$228K | 0.14% | 142 |
|