YWM
Yoder Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
1,307
+77
| +6% | +$21K | 0.19% | 76 |
|
|
2025
Q1 | $330K | Sell |
1,230
-9
| -0.7% | -$2.42K | 0.19% | 75 |
|
|
2024
Q4 | $414K | Buy |
1,239
+28
| +2% | +$9.36K | 0.23% | 70 |
|
|
2024
Q3 | $331K | Buy |
1,211
+30
| +3% | +$8.21K | 0.2% | 76 |
|
|
2024
Q2 | $304K | Buy |
1,181
+4
| +0.3% | +$1.03K | 0.2% | 76 |
|
|
2024
Q1 | $354K | Sell |
1,177
-22
| -2% | -$6.63K | 0.23% | 66 |
|
|
2023
Q4 | $316K | Sell |
1,199
-37
| -3% | -$9.74K | 0.22% | 65 |
|
|
2023
Q3 | $251K | Buy |
1,236
+54
| +5% | +$11K | 0.21% | 66 |
|
|
2023
Q2 | $250K | Buy |
1,182
+60
| +5% | +$12.7K | 0.2% | 63 |
|
|
2023
Q1 | $224K | Buy |
+1,122
| New | +$224K | 0.19% | 62 |
|