1WA
180 Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Sell |
11,233
-279
| -2% | -$76.1K | 0.43% | 57 |
|
|
2025
Q1 | $3.09M | Buy |
11,512
+1,173
| +11% | +$315K | 0.49% | 48 |
|
|
2024
Q4 | $3.46M | Buy |
10,339
+227
| +2% | +$75.9K | 0.54% | 44 |
|
|
2024
Q3 | $2.77M | Sell |
10,112
-5
| -0% | -$1.37K | 0.44% | 60 |
|
|
2024
Q2 | $2.54M | Sell |
10,117
-1,411
| -12% | -$354K | 0.41% | 63 |
|
|
2024
Q1 | $3.47M | Buy |
11,528
+70
| +0.6% | +$21.1K | 0.62% | 39 |
|
|
2023
Q4 | $2.93M | Buy |
11,458
+586
| +5% | +$150K | 0.59% | 40 |
|
|
2023
Q3 | $2.2M | Buy |
10,872
+1,175
| +12% | +$238K | 0.5% | 51 |
|
|
2023
Q2 | $2.05M | Sell |
9,697
-1,336
| -12% | -$283K | 0.45% | 63 |
|
|
2023
Q1 | $2.2M | Buy |
11,033
+867
| +9% | +$173K | 0.51% | 53 |
|
|
2022
Q4 | $1.68M | Buy |
10,166
+2,280
| +29% | +$376K | 0.39% | 77 |
|
|
2022
Q3 | $1.13M | Sell |
7,886
-1,213
| -13% | -$174K | 0.31% | 86 |
|
|
2022
Q2 | $1.53M | Buy |
9,099
+448
| +5% | +$75.3K | 0.39% | 75 |
|
|
2022
Q1 | $1.66M | Buy |
8,651
+586
| +7% | +$112K | 0.36% | 78 |
|
|
2021
Q4 | $1.76M | Buy |
8,065
+939
| +13% | +$205K | 0.4% | 71 |
|
|
2021
Q3 | $2.08M | Buy |
7,126
+54
| +0.8% | +$15.7K | 0.46% | 59 |
|
|
2021
Q2 | $1.72M | Buy |
7,072
+64
| +0.9% | +$15.6K | 0.39% | 68 |
|
|
2021
Q1 | $1.56M | Buy |
7,008
+979
| +16% | +$218K | 0.39% | 73 |
|
|
2020
Q4 | $1.31M | Buy |
6,029
+284
| +5% | +$61.6K | 0.38% | 76 |
|
|
2020
Q3 | $1.47M | Sell |
5,745
-97
| -2% | -$24.8K | 0.55% | 47 |
|
|
2020
Q2 | $1.1M | Buy |
5,842
+788
| +16% | +$148K | 0.44% | 59 |
|
|
2020
Q1 | $679K | Sell |
5,054
-171
| -3% | -$23K | 0.35% | 76 |
|
|
2019
Q4 | $946K | Sell |
5,225
-103
| -2% | -$18.6K | 0.38% | 74 |
|
|
2019
Q3 | $796K | Buy |
5,328
+299
| +6% | +$44.7K | 0.35% | 75 |
|
|
2019
Q2 | $758K | Sell |
5,029
-98
| -2% | -$14.8K | 0.34% | 85 |
|
|
2019
Q1 | $804K | Sell |
5,127
-508
| -9% | -$79.7K | 0.36% | 77 |
|
|
2018
Q4 | $896K | Hold |
5,635
| – | – | 0.42% | 69 |
|
|
2018
Q3 | $896K | Buy |
5,635
+103
| +2% | +$16.4K | 0.41% | 70 |
|
|
2018
Q2 | $755K | Sell |
5,532
-226
| -4% | -$30.8K | 0.37% | 85 |
|
|
2018
Q1 | $670K | Sell |
5,758
-82
| -1% | -$9.54K | 0.35% | 88 |
|
|
2017
Q4 | $597K | Buy |
+5,840
| New | +$597K | 0.3% | 95 |
|