AWP
Ascent Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
9,727
+1,952
| +25% | +$532K | 0.33% | 66 |
|
|
2025
Q1 | $2.09M | Buy |
7,775
+157
| +2% | +$42.1K | 0.28% | 77 |
|
|
2024
Q4 | $2.55M | Sell |
7,618
-96
| -1% | -$32.1K | 0.34% | 60 |
|
|
2024
Q3 | $2.11M | Sell |
7,714
-8
| -0.1% | -$2.19K | 0.29% | 71 |
|
|
2024
Q2 | $1.99M | Buy |
7,722
+94
| +1% | +$24.2K | 0.29% | 69 |
|
|
2024
Q1 | $2.3M | Buy |
7,628
+50
| +0.7% | +$15.1K | 0.34% | 62 |
|
|
2023
Q4 | $1.99M | Buy |
7,578
+121
| +2% | +$31.8K | 0.33% | 64 |
|
|
2023
Q3 | $1.51M | Buy |
7,457
+2
| +0% | +$406 | 0.28% | 71 |
|
|
2023
Q2 | $1.53M | Buy |
7,455
+614
| +9% | +$126K | 0.27% | 75 |
|
|
2023
Q1 | $1.37M | Buy |
6,841
+246
| +4% | +$49.1K | 0.27% | 79 |
|
|
2022
Q4 | $874K | Buy |
+6,595
| New | +$874K | 0.19% | 101 |
|
|
2022
Q1 | – | Sell |
-7,836
| Closed | -$1.99M | – | 151 |
|
|
2021
Q4 | $1.99M | Buy |
7,836
+226
| +3% | +$57.4K | 0.35% | 62 |
|
|
2021
Q3 | $2.06M | Buy |
7,610
+13
| +0.2% | +$3.53K | 0.39% | 58 |
|
|
2021
Q2 | $1.86M | Sell |
7,597
-497
| -6% | -$121K | 0.35% | 63 |
|
|
2021
Q1 | $1.71M | Buy |
8,094
+240
| +3% | +$50.8K | 0.37% | 63 |
|
|
2020
Q4 | $1.75M | Buy |
7,854
+9
| +0.1% | +$2K | 0.39% | 59 |
|
|
2020
Q3 | $1.97M | Buy |
7,845
+125
| +2% | +$31.4K | 0.5% | 57 |
|
|
2020
Q2 | $1.45M | Buy |
7,720
+2,139
| +38% | +$401K | 0.42% | 58 |
|
|
2020
Q1 | $803K | Buy |
+5,581
| New | +$803K | 0.29% | 63 |
|