ATWA
Arbor Trust Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
6,904
-215
| -3% | -$58.7K | 0.92% | 36 |
|
|
2025
Q1 | $1.91M | Buy |
7,119
+170
| +2% | +$45.6K | 0.9% | 35 |
|
|
2024
Q4 | $2.33M | Buy |
6,949
+407
| +6% | +$136K | 1.09% | 32 |
|
|
2024
Q3 | $1.68M | Hold |
6,542
| – | – | 0.88% | 34 |
|
|
2024
Q2 | $1.68M | Buy |
6,542
+55
| +0.8% | +$14.1K | 0.88% | 34 |
|
|
2024
Q1 | $1.95M | Buy |
6,487
+195
| +3% | +$58.5K | 1.07% | 31 |
|
|
2023
Q4 | $1.66M | Buy |
6,292
+90
| +1% | +$23.7K | 0.99% | 31 |
|
|
2023
Q3 | $1.26M | Buy |
6,202
+57
| +0.9% | +$11.6K | 0.83% | 34 |
|
|
2023
Q2 | $1.3M | Buy |
6,145
+370
| +6% | +$78.2K | 0.83% | 34 |
|
|
2023
Q1 | $1.15M | Sell |
5,775
-30
| -0.5% | -$5.99K | 0.76% | 35 |
|
|
2022
Q4 | $770K | Sell |
5,805
-202
| -3% | -$26.8K | 0.53% | 43 |
|
|
2022
Q3 | $860K | Sell |
6,007
-157
| -3% | -$22.5K | 0.65% | 38 |
|
|
2022
Q2 | $1.02M | Buy |
6,164
+349
| +6% | +$57.6K | 0.71% | 39 |
|
|
2022
Q1 | $1.24M | Sell |
5,815
-170
| -3% | -$36.1K | 0.74% | 40 |
|
|
2021
Q4 | $1.52M | Buy |
5,985
+5
| +0.1% | +$1.27K | 0.88% | 35 |
|
|
2021
Q3 | $1.62M | Sell |
5,980
-65
| -1% | -$17.6K | 1.01% | 33 |
|
|
2021
Q2 | $1.48M | Sell |
6,045
-35
| -0.6% | -$8.55K | 0.93% | 35 |
|
|
2021
Q1 | $1.29M | Buy |
6,080
+285
| +5% | +$60.5K | 0.86% | 39 |
|
|
2020
Q4 | $1.29M | Buy |
5,795
+125
| +2% | +$27.8K | 0.94% | 35 |
|
|
2020
Q3 | $1.43M | Sell |
5,670
-15
| -0.3% | -$3.77K | 1.23% | 28 |
|
|
2020
Q2 | $1.07M | Sell |
5,685
-495
| -8% | -$92.7K | 0.96% | 34 |
|
|
2020
Q1 | $890K | Sell |
6,180
-28
| -0.5% | -$4.03K | 0.94% | 35 |
|
|
2019
Q4 | $1.01M | Buy |
+6,208
| New | +$1.01M | 0.86% | 37 |
|