WP
WMS Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,641
| Closed | -$549K | – | 59 |
|
|
2024
Q4 | $549K | Buy |
1,641
+100
| +6% | +$33.4K | 0.03% | 171 |
|
|
2024
Q3 | $422K | Buy |
1,541
+43
| +3% | +$11.8K | 0.02% | 198 |
|
|
2024
Q2 | $385K | Buy |
1,498
+179
| +14% | +$46K | 0.02% | 179 |
|
|
2024
Q1 | $397K | Buy |
1,319
+132
| +11% | +$39.8K | 0.03% | 185 |
|
|
2023
Q4 | $312K | Sell |
1,187
-21
| -2% | -$5.53K | 0.02% | 207 |
|
|
2023
Q3 | $245K | Sell |
1,208
-313
| -21% | -$63.5K | 0.02% | 228 |
|
|
2023
Q2 | $321K | Sell |
1,521
-129
| -8% | -$27.3K | 0.03% | 207 |
|
|
2023
Q1 | $330K | Sell |
1,650
-70
| -4% | -$14K | 0.03% | 196 |
|
|
2022
Q4 | $228K | Hold |
1,720
| – | – | 0.02% | 235 |
|
|
2022
Q3 | $247K | Sell |
1,720
-131
| -7% | -$18.8K | 0.03% | 206 |
|
|
2022
Q2 | $305K | Buy |
1,851
+259
| +16% | +$42.7K | 0.05% | 180 |
|
|
2022
Q1 | $338K | Buy |
1,592
+70
| +5% | +$14.9K | 0.05% | 173 |
|
|
2021
Q4 | $387K | Buy |
1,522
+93
| +7% | +$23.6K | 0.08% | 136 |
|
|
2021
Q3 | $388K | Buy |
1,429
+289
| +25% | +$78.5K | 0.06% | 180 |
|
|
2021
Q2 | $278K | Buy |
1,140
+5
| +0.4% | +$1.22K | 0.04% | 209 |
|
|
2021
Q1 | $240K | Sell |
1,135
-608
| -35% | -$129K | 0.05% | 197 |
|
|
2020
Q4 | $388K | Buy |
1,743
+51
| +3% | +$11.4K | 0.07% | 155 |
|
|
2020
Q3 | $425K | Sell |
1,692
-35
| -2% | -$8.79K | 0.08% | 131 |
|
|
2020
Q2 | $324K | Hold |
1,727
| – | – | 0.07% | 155 |
|
|
2020
Q1 | $249K | Sell |
1,727
-141
| -8% | -$20.3K | 0.07% | 156 |
|
|
2019
Q4 | $304K | Hold |
1,868
| – | – | 0.07% | 176 |
|
|
2019
Q3 | $277K | Buy |
+1,868
| New | +$277K | 0.07% | 182 |
|
|
2018
Q4 | – | Sell |
-1,589
| Closed | -$253K | – | 190 |
|
|
2018
Q3 | $253K | Hold |
1,589
| – | – | 0.03% | 187 |
|
|
2018
Q2 | $217K | Buy |
+1,589
| New | +$217K | 0.03% | 200 |
|