AWA
Adapt Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
1,248
+10
| +0.8% | +$2.73K | 0.15% | 50 |
|
|
2025
Q1 | $332K | Sell |
1,238
-5
| -0.4% | -$1.34K | 0.16% | 46 |
|
|
2024
Q4 | $416K | Sell |
1,243
-20
| -2% | -$6.69K | 0.2% | 53 |
|
|
2024
Q3 | $346K | Hold |
1,263
| – | – | 0.19% | 49 |
|
|
2024
Q2 | $325K | Buy |
1,263
+325
| +35% | +$83.6K | 0.2% | 50 |
|
|
2024
Q1 | $283K | Buy |
+938
| New | +$283K | 0.2% | 42 |
|