WCM
Wunderlich Capital Managemnt’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.39M | Buy |
13,194
+357
| +3% | +$91.8K | 1.51% | 27 |
|
|
2024
Q1 | $3.87M | Sell |
12,837
-710
| -5% | -$214K | 1.74% | 21 |
|
|
2023
Q4 | $3.56M | Sell |
13,547
-165
| -1% | -$43.4K | 1.6% | 26 |
|
|
2023
Q3 | $2.78M | Sell |
13,712
-41
| -0.3% | -$8.31K | 1.37% | 35 |
|
|
2023
Q2 | $2.91M | Buy |
13,753
+88
| +0.6% | +$18.6K | 1.43% | 34 |
|
|
2023
Q1 | $2.73M | Buy |
13,665
+269
| +2% | +$53.7K | 1.42% | 35 |
|
|
2022
Q4 | $1.78M | Buy |
13,396
+135
| +1% | +$17.9K | 0.99% | 49 |
|
|
2022
Q3 | $1.91M | Buy |
+13,261
| New | +$1.91M | 1.22% | 39 |
|
|
2022
Q2 | – | Sell |
-12,309
| Closed | -$2.61M | – | 82 |
|
|
2022
Q1 | $2.61M | Hold |
12,309
| – | – | 1.23% | 38 |
|
|
2021
Q4 | $3.13M | Buy |
12,309
+1,022
| +9% | +$260K | 1.39% | 30 |
|
|
2021
Q3 | $3.06M | Buy |
11,287
+1,471
| +15% | +$399K | 1.48% | 22 |
|
|
2021
Q2 | $2.4M | Buy |
9,816
+307
| +3% | +$75K | 1.21% | 41 |
|
|
2021
Q1 | $2.02M | Buy |
+9,509
| New | +$2.02M | 1.1% | 52 |
|