AWM
Avior Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Buy |
16,543
+1,402
| +9% | +$382K | 0.16% | 109 |
|
|
2025
Q1 | $4.06M | Sell |
15,141
-2,556
| -14% | -$686K | 0.15% | 112 |
|
|
2024
Q4 | $5.92M | Sell |
17,697
-1,826
| -9% | -$611K | 0.22% | 82 |
|
|
2024
Q3 | $5.34M | Buy |
19,523
+166
| +0.9% | +$45.4K | 0.21% | 85 |
|
|
2024
Q2 | $4.97M | Sell |
19,357
-154
| -0.8% | -$39.6K | 0.21% | 84 |
|
|
2024
Q1 | $5.88M | Buy |
19,511
+1,265
| +7% | +$381K | 0.27% | 72 |
|
|
2023
Q4 | $4.8M | Buy |
18,246
+438
| +2% | +$115K | 0.29% | 68 |
|
|
2023
Q3 | $3.61M | Buy |
17,808
+1,223
| +7% | +$248K | 0.24% | 78 |
|
|
2023
Q2 | $3.5M | Sell |
16,585
-151
| -0.9% | -$31.9K | 0.23% | 83 |
|
|
2023
Q1 | $3.34M | Buy |
16,736
+1,445
| +9% | +$289K | 0.23% | 87 |
|
|
2022
Q4 | $2.03M | Buy |
15,291
+1,560
| +11% | +$207K | 0.15% | 117 |
|
|
2022
Q3 | $1.97M | Sell |
13,731
-19
| -0.1% | -$2.73K | 0.16% | 110 |
|
|
2022
Q2 | $2.27M | Sell |
13,750
-207
| -1% | -$34.1K | 0.23% | 92 |
|
|
2022
Q1 | $2.96M | Sell |
13,957
-189
| -1% | -$40.1K | 0.26% | 86 |
|
|
2021
Q4 | $3.59M | Buy |
14,146
+626
| +5% | +$159K | 0.3% | 73 |
|
|
2021
Q3 | $3.67M | Buy |
13,520
+264
| +2% | +$71.6K | 0.3% | 65 |
|
|
2021
Q2 | $3.24M | Sell |
13,256
-794
| -6% | -$194K | 0.33% | 64 |
|
|
2021
Q1 | $2.98M | Buy |
14,050
+286
| +2% | +$60.6K | 0.32% | 73 |
|
|
2020
Q4 | $3.06M | Sell |
13,764
-498
| -3% | -$111K | 0.38% | 64 |
|
|
2020
Q3 | $3.58M | Buy |
14,262
+2,274
| +19% | +$571K | 0.51% | 44 |
|
|
2020
Q2 | $2.09M | Buy |
11,988
+2,157
| +22% | +$375K | 0.33% | 73 |
|
|
2020
Q1 | $1.29M | Buy |
9,831
+4,201
| +75% | +$553K | 0.25% | 103 |
|
|
2019
Q4 | $778K | Buy |
5,630
+282
| +5% | +$39K | 0.12% | 167 |
|
|
2019
Q3 | $668K | Sell |
5,348
-198
| -4% | -$24.7K | 0.12% | 176 |
|
|
2019
Q2 | $713K | Buy |
5,546
+1,499
| +37% | +$193K | 0.13% | 157 |
|
|
2019
Q1 | $640K | Buy |
4,047
+1,470
| +57% | +$232K | 0.14% | 160 |
|
|
2018
Q4 | $350K | Buy |
2,577
+310
| +14% | +$42.1K | 0.08% | 220 |
|
|
2018
Q3 | $361K | Buy |
2,267
+2,100
| +1,257% | +$334K | 0.08% | 232 |
|
|
2018
Q2 | $23K | Sell |
167
-12
| -7% | -$1.65K | 0.01% | 529 |
|
|
2018
Q1 | $21K | Hold |
179
| – | – | ﹤0.01% | 540 |
|
|
2017
Q4 | $18K | Buy |
179
+12
| +7% | +$1.21K | ﹤0.01% | 553 |
|
|
2017
Q3 | $16K | Hold |
167
| – | – | 0.01% | 295 |
|
|
2017
Q2 | $14K | Sell |
167
-30
| -15% | -$2.52K | 0.01% | 285 |
|
|
2017
Q1 | $14K | Buy |
197
+155
| +369% | +$11K | ﹤0.01% | 325 |
|
|
2016
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 427 |
|
|
2016
Q3 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 407 |
|