WRPWM
Werba Rubin Papier Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
5,129
-1,786
| -26% | -$487K | 0.26% | 57 |
|
|
2025
Q1 | $1.86M | Sell |
6,915
-644
| -9% | -$173K | 0.4% | 44 |
|
|
2024
Q4 | $2.53M | Sell |
7,559
-1,922
| -20% | -$643K | 0.6% | 32 |
|
|
2024
Q3 | $2.6M | Sell |
9,481
-239
| -2% | -$65.4K | 0.61% | 30 |
|
|
2024
Q2 | $2.5M | Buy |
9,720
+3,882
| +66% | +$998K | 0.69% | 28 |
|
|
2024
Q1 | $1.76M | Sell |
5,838
-34
| -0.6% | -$10.3K | 0.51% | 31 |
|
|
2023
Q4 | $1.55M | Sell |
5,872
-87
| -1% | -$22.9K | 0.52% | 28 |
|
|
2023
Q3 | $1.21M | Buy |
5,959
+95
| +2% | +$19.3K | 0.43% | 31 |
|
|
2023
Q2 | $1.24M | Buy |
5,864
+28
| +0.5% | +$5.92K | 0.43% | 29 |
|
|
2023
Q1 | $1.17M | Buy |
5,836
+1,441
| +33% | +$288K | 0.46% | 29 |
|
|
2022
Q4 | $583K | Buy |
+4,395
| New | +$583K | 0.24% | 43 |
|