AWAU
Alliance Wealth Advisors (Utah)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Buy |
3,441
+909
| +36% | +$248K | 0.23% | 105 |
|
|
2025
Q1 | $680K | Buy |
2,532
+728
| +40% | +$195K | 0.18% | 125 |
|
|
2024
Q4 | $603K | Buy |
+1,804
| New | +$603K | 0.16% | 146 |
|
|
2024
Q3 | – | Sell |
-16,719
| Closed | -$4.3M | – | 237 |
|
|
2024
Q2 | $4.3M | Buy |
16,719
+376
| +2% | +$96.7K | 1.26% | 14 |
|
|
2024
Q1 | $4.92M | Buy |
16,343
+517
| +3% | +$156K | 1.47% | 9 |
|
|
2023
Q4 | $4.16M | Buy |
15,826
+21
| +0.1% | +$5.53K | 1.4% | 12 |
|
|
2023
Q3 | $3.2M | Buy |
15,805
+703
| +5% | +$143K | 1.19% | 18 |
|
|
2023
Q2 | $3.19M | Sell |
15,102
-3,678
| -20% | -$777K | 1.18% | 18 |
|
|
2023
Q1 | $3.75M | Buy |
18,780
+1,014
| +6% | +$203K | 1.51% | 9 |
|
|
2022
Q4 | $2.36M | Buy |
+17,766
| New | +$2.36M | 1.06% | 25 |
|