AWA
Alta Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
4,999
-62
| -1% | -$16.9K | 0.64% | 38 |
|
|
2025
Q1 | $1.36M | Hold |
5,061
| – | – | 0.62% | 38 |
|
|
2024
Q4 | $1.69M | Buy |
5,061
+5
| +0.1% | +$1.67K | 0.74% | 31 |
|
|
2024
Q3 | $1.38M | Sell |
5,056
-403
| -7% | -$110K | 0.63% | 37 |
|
|
2024
Q2 | $1.4M | Hold |
5,459
| – | – | 0.7% | 35 |
|
|
2024
Q1 | $1.64M | Sell |
5,459
-70
| -1% | -$21.1K | 0.84% | 28 |
|
|
2023
Q4 | $1.45M | Sell |
5,529
-82
| -1% | -$21.6K | 0.81% | 30 |
|
|
2023
Q3 | $1.14M | Hold |
5,611
| – | – | 0.7% | 40 |
|
|
2023
Q2 | $1.19M | Sell |
5,611
-83
| -1% | -$17.5K | 0.7% | 41 |
|
|
2023
Q1 | $1.14M | Hold |
5,694
| – | – | 0.72% | 35 |
|
|
2022
Q4 | $755K | Hold |
5,694
| – | – | 0.51% | 61 |
|
|
2022
Q3 | $819K | Sell |
5,694
-122
| -2% | -$17.5K | 0.59% | 45 |
|
|
2022
Q2 | $963K | Sell |
5,816
-81
| -1% | -$13.4K | 0.67% | 41 |
|
|
2022
Q1 | $1.25M | Buy |
5,897
+537
| +10% | +$114K | 0.74% | 35 |
|
|
2021
Q4 | $1.36M | Buy |
5,360
+850
| +19% | +$216K | 0.84% | 30 |
|
|
2021
Q3 | $1.22M | Hold |
4,510
| – | – | 0.89% | 28 |
|
|
2021
Q2 | $1.1M | Hold |
4,510
| – | – | 0.81% | 38 |
|
|
2021
Q1 | $956K | Buy |
4,510
+15
| +0.3% | +$3.18K | 0.8% | 41 |
|
|
2020
Q4 | $1M | Buy |
+4,495
| New | +$1M | 0.84% | 35 |
|