AWM
Avitas Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $860K | Sell |
2,572
-79
| -3% | -$26.4K | 0.12% | 140 |
|
|
2024
Q3 | $726K | Sell |
2,651
-204
| -7% | -$55.8K | 0.1% | 148 |
|
|
2024
Q2 | $734K | Sell |
2,855
-153
| -5% | -$39.3K | 0.11% | 152 |
|
|
2024
Q1 | $906K | Sell |
3,008
-40
| -1% | -$12K | 0.14% | 145 |
|
|
2023
Q4 | $802K | Sell |
3,048
-21
| -0.7% | -$5.53K | 0.13% | 141 |
|
|
2023
Q3 | $622K | Sell |
3,069
-1,054
| -26% | -$214K | 0.12% | 147 |
|
|
2023
Q2 | $871K | Sell |
4,123
-59
| -1% | -$12.5K | 0.16% | 133 |
|
|
2023
Q1 | $835K | Buy |
4,182
+851
| +26% | +$170K | 0.16% | 135 |
|
|
2022
Q4 | $442K | Buy |
3,331
+36
| +1% | +$4.77K | 0.09% | 151 |
|
|
2022
Q3 | $474K | Buy |
3,295
+12
| +0.4% | +$1.73K | 0.11% | 138 |
|
|
2022
Q2 | $542K | Sell |
3,283
-1,435
| -30% | -$237K | 0.12% | 142 |
|
|
2022
Q1 | $1M | Sell |
4,718
-8,701
| -65% | -$1.85M | 0.18% | 126 |
|
|
2021
Q4 | $3.41M | Buy |
13,419
+2,640
| +24% | +$671K | 0.57% | 69 |
|
|
2021
Q3 | $2.92M | Sell |
10,779
-113
| -1% | -$30.6K | 0.53% | 74 |
|
|
2021
Q2 | $2.66M | Buy |
10,892
+2,290
| +27% | +$559K | 0.47% | 80 |
|
|
2021
Q1 | $1.82M | Buy |
8,602
+2,737
| +47% | +$580K | 0.36% | 105 |
|
|
2020
Q4 | $1.31M | Buy |
5,865
+2,684
| +84% | +$597K | 0.26% | 124 |
|
|
2020
Q3 | $799K | Buy |
3,181
+127
| +4% | +$31.9K | 0.22% | 121 |
|
|
2020
Q2 | $572K | Sell |
3,054
-29
| -0.9% | -$5.43K | 0.19% | 128 |
|
|
2020
Q1 | $444K | Sell |
3,083
-5,348
| -63% | -$770K | 0.2% | 103 |
|
|
2019
Q4 | $1.37M | Sell |
8,431
-13
| -0.2% | -$2.11K | 0.35% | 98 |
|
|
2019
Q3 | $1.25M | Buy |
8,444
+50
| +0.6% | +$7.42K | 0.35% | 97 |
|
|
2019
Q2 | $1.27M | Sell |
8,394
-216
| -3% | -$32.8K | 0.35% | 99 |
|
|
2019
Q1 | $1.36M | Sell |
8,610
-536
| -6% | -$84.9K | 0.4% | 93 |
|
|
2018
Q4 | $1.25M | Buy |
9,146
+1,727
| +23% | +$237K | 0.41% | 92 |
|
|
2018
Q3 | $1.18M | Buy |
7,419
+604
| +9% | +$96.1K | 0.34% | 103 |
|
|
2018
Q2 | $930K | Buy |
+6,815
| New | +$930K | 0.29% | 110 |
|