AWAG
ARS Wealth Advisors Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Buy |
3,362
+290
| +9% | +$79.1K | 0.11% | 77 |
|
|
2025
Q1 | $824K | Buy |
3,072
+204
| +7% | +$54.7K | 0.12% | 65 |
|
|
2024
Q4 | $959K | Buy |
2,868
+16
| +0.6% | +$5.35K | 0.13% | 67 |
|
|
2024
Q3 | $781K | Sell |
2,852
-9
| -0.3% | -$2.46K | 0.1% | 81 |
|
|
2024
Q2 | $735K | Sell |
2,861
-216
| -7% | -$55.5K | 0.1% | 77 |
|
|
2024
Q1 | $927K | Sell |
3,077
-109
| -3% | -$32.8K | 0.13% | 71 |
|
|
2023
Q4 | $838K | Sell |
3,186
-554
| -15% | -$146K | 0.12% | 71 |
|
|
2023
Q3 | $758K | Buy |
3,740
+210
| +6% | +$42.6K | 0.12% | 74 |
|
|
2023
Q2 | $746K | Sell |
3,530
-830
| -19% | -$175K | 0.12% | 77 |
|
|
2023
Q1 | $871K | Sell |
4,360
-1,047
| -19% | -$209K | 0.16% | 61 |
|
|
2022
Q4 | $717K | Sell |
5,407
-2,323
| -30% | -$308K | 0.12% | 72 |
|
|
2022
Q3 | $1.11M | Sell |
7,730
-851
| -10% | -$122K | 0.17% | 71 |
|
|
2022
Q2 | $1.42M | Sell |
8,581
-323
| -4% | -$53.3K | 0.19% | 75 |
|
|
2022
Q1 | $1.89M | Sell |
8,904
-413
| -4% | -$87.7K | 0.33% | 44 |
|
|
2021
Q4 | $2.37M | Sell |
9,317
-115
| -1% | -$29.2K | 0.4% | 40 |
|
|
2021
Q3 | $2.56M | Buy |
+9,432
| New | +$2.56M | 0.46% | 39 |
|