AWA
Arkadios Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Buy |
68,948
+8,138
| +13% | +$2.22M | 0.55% | 28 |
|
|
2025
Q1 | $16.3M | Buy |
60,810
+18,760
| +45% | +$5.03M | 0.62% | 28 |
|
|
2024
Q4 | $14.1M | Buy |
42,050
+4,212
| +11% | +$1.41M | 0.77% | 19 |
|
|
2024
Q3 | $10.4M | Buy |
37,838
+3,598
| +11% | +$985K | 0.59% | 27 |
|
|
2024
Q2 | $8.8M | Buy |
34,240
+2,272
| +7% | +$584K | 0.59% | 28 |
|
|
2024
Q1 | $9.63M | Buy |
31,968
+459
| +1% | +$138K | 0.75% | 25 |
|
|
2023
Q4 | $8.29M | Sell |
31,509
-71
| -0.2% | -$18.7K | 0.7% | 27 |
|
|
2023
Q3 | $6.4M | Buy |
31,580
+5,281
| +20% | +$1.07M | 0.61% | 33 |
|
|
2023
Q2 | $5.56M | Buy |
26,299
+583
| +2% | +$123K | 0.65% | 31 |
|
|
2023
Q1 | $5.14M | Buy |
25,716
+3,036
| +13% | +$607K | 0.61% | 32 |
|
|
2022
Q4 | $3.01M | Buy |
22,680
+1,886
| +9% | +$250K | 0.4% | 65 |
|
|
2022
Q3 | $2.99M | Buy |
20,794
+910
| +5% | +$131K | 0.45% | 56 |
|
|
2022
Q2 | $3.28M | Buy |
19,884
+9,024
| +83% | +$1.49M | 0.49% | 47 |
|
|
2022
Q1 | $2.31M | Buy |
10,860
+5,020
| +86% | +$1.07M | 0.3% | 85 |
|
|
2021
Q4 | $1.48M | Buy |
5,840
+194
| +3% | +$49.3K | 0.2% | 119 |
|
|
2021
Q3 | $1.53M | Sell |
5,646
-2,829
| -33% | -$767K | 0.22% | 110 |
|
|
2021
Q2 | $2.07M | Buy |
8,475
+1,749
| +26% | +$427K | 0.25% | 106 |
|
|
2021
Q1 | $1.43M | Buy |
6,726
+860
| +15% | +$182K | 0.23% | 111 |
|
|
2020
Q4 | $1.31M | Buy |
5,866
+4,541
| +343% | +$1.01M | 0.27% | 97 |
|
|
2020
Q3 | $343K | Sell |
1,325
-37
| -3% | -$9.57K | 0.17% | 128 |
|
|
2020
Q2 | $258K | Buy |
1,362
+110
| +9% | +$20.9K | 0.14% | 138 |
|
|
2020
Q1 | $180K | Buy |
1,252
+32
| +3% | +$4.61K | 0.11% | 155 |
|
|
2019
Q4 | $230K | Buy |
+1,220
| New | +$230K | 0.14% | 138 |
|