WMWM
Whitaker-Myers Wealth Managers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-626
| Closed | -$209K | – | 120 |
|
|
2024
Q4 | $209K | Sell |
626
-117
| -16% | -$39.1K | 0.06% | 115 |
|
|
2024
Q3 | $203K | Sell |
743
-866
| -54% | -$237K | 0.07% | 104 |
|
|
2024
Q2 | $414K | Buy |
1,609
+297
| +23% | +$76.4K | 0.15% | 63 |
|
|
2024
Q1 | $395K | Buy |
+1,312
| New | +$395K | 0.17% | 65 |
|