AFA
AA Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
5,582
-1,093
| -16% | -$298K | 0.33% | 56 |
|
|
2025
Q1 | $1.79M | Buy |
6,675
+335
| +5% | +$89.9K | 0.44% | 46 |
|
|
2024
Q4 | $2.12M | Buy |
6,340
+75
| +1% | +$25.1K | 0.57% | 43 |
|
|
2024
Q3 | $1.71M | Buy |
6,265
+466
| +8% | +$128K | 0.5% | 48 |
|
|
2024
Q2 | $1.49M | Sell |
5,799
-219
| -4% | -$56.3K | 0.53% | 49 |
|
|
2024
Q1 | $1.81M | Buy |
+6,018
| New | +$1.81M | 0.73% | 40 |
|