AWA
Archvest Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
835
| – | – | 0.2% | 56 |
|
|
2025
Q1 | $224K | Sell |
835
-1
| -0.1% | -$268 | 0.19% | 59 |
|
|
2024
Q4 | $280K | Hold |
836
| – | – | 0.2% | 49 |
|
|
2024
Q3 | $229K | Hold |
836
| – | – | 0.15% | 58 |
|
|
2024
Q2 | $214K | Hold |
836
| – | – | 0.14% | 58 |
|
|
2024
Q1 | $253K | Hold |
836
| – | – | 0.18% | 54 |
|
|
2023
Q4 | $220K | Buy |
+836
| New | +$220K | 0.17% | 52 |
|
|
2022
Q1 | – | Sell |
-835
| Closed | -$212K | – | 42 |
|
|
2021
Q4 | $212K | Buy |
+835
| New | +$212K | 0.18% | 43 |
|