BRWA
B. Riley Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
+12,861
| New | +$3.51M | 0.16% | 127 |
|
|
2024
Q4 | $8.18M | Sell |
24,437
-3,162
| -11% | -$1.06M | 0.27% | 78 |
|
|
2024
Q3 | $7.64M | Sell |
27,599
-983
| -3% | -$272K | 0.21% | 105 |
|
|
2024
Q2 | $7.35M | Buy |
28,582
+2,239
| +8% | +$576K | 0.19% | 111 |
|
|
2024
Q1 | $5.34M | Buy |
26,343
+411
| +2% | +$83.3K | 0.14% | 151 |
|
|
2023
Q4 | $6.82M | Sell |
25,932
-411
| -2% | -$108K | 0.18% | 123 |
|
|
2023
Q3 | $5.34M | Sell |
26,343
-5,390
| -17% | -$1.09M | 0.14% | 151 |
|
|
2023
Q2 | $6.7M | Sell |
31,733
-548
| -2% | -$116K | 0.15% | 144 |
|
|
2023
Q1 | $6.45M | Buy |
32,281
+5,839
| +22% | +$1.17M | 0.17% | 136 |
|
|
2022
Q4 | $3.51M | Sell |
26,442
-6,570
| -20% | -$871K | 0.1% | 219 |
|
|
2022
Q3 | $4.75M | Buy |
33,012
+5,129
| +18% | +$738K | 0.14% | 159 |
|
|
2022
Q2 | $4.6M | Sell |
27,883
-5,835
| -17% | -$963K | 0.19% | 114 |
|
|
2022
Q1 | $7.16M | Buy |
33,718
+281
| +0.8% | +$59.7K | 0.23% | 90 |
|
|
2021
Q4 | $8.5M | Buy |
33,437
+3,523
| +12% | +$895K | 0.24% | 87 |
|
|
2021
Q3 | $8.09M | Buy |
29,914
+2,270
| +8% | +$614K | 0.26% | 77 |
|
|
2021
Q2 | $6.73M | Buy |
27,644
+1,297
| +5% | +$316K | 0.22% | 102 |
|
|
2021
Q1 | $5.59M | Buy |
26,347
+10,819
| +70% | +$2.3M | 0.2% | 120 |
|
|
2020
Q4 | $3.46M | Buy |
15,528
+1,154
| +8% | +$257K | 0.19% | 125 |
|
|
2020
Q3 | $3.49M | Buy |
14,374
+4,281
| +42% | +$1.04M | 0.19% | 128 |
|
|
2020
Q2 | $1.89M | Sell |
10,093
-2,165
| -18% | -$406K | 0.13% | 174 |
|
|
2020
Q1 | $1.77M | Buy |
12,258
+282
| +2% | +$40.6K | 0.15% | 145 |
|
|
2019
Q4 | $1.95M | Buy |
11,976
+1,044
| +10% | +$170K | 0.17% | 140 |
|
|
2019
Q3 | $1.63M | Sell |
10,932
-212
| -2% | -$31.5K | 0.16% | 145 |
|
|
2019
Q2 | $1.69M | Buy |
11,144
+1,977
| +22% | +$300K | 0.19% | 114 |
|
|
2019
Q1 | $1.45M | Sell |
9,167
-447
| -5% | -$70.9K | 0.18% | 119 |
|
|
2018
Q4 | $1.32M | Sell |
9,614
-308
| -3% | -$42.3K | 0.19% | 124 |
|
|
2018
Q3 | $1.58M | Buy |
9,922
+1,030
| +12% | +$164K | 0.19% | 125 |
|
|
2018
Q2 | $1.22M | Buy |
8,892
+2,236
| +34% | +$306K | 0.16% | 153 |
|
|
2018
Q1 | $776K | Buy |
6,656
+1,718
| +35% | +$200K | 0.11% | 207 |
|
|
2017
Q4 | $506K | Buy |
+4,938
| New | +$506K | 0.07% | 309 |
|
|
2017
Q3 | – | Sell |
-4,304
| Closed | -$373K | – | 546 |
|
|
2017
Q2 | $373K | Buy |
4,304
+253
| +6% | +$21.9K | 0.07% | 311 |
|
|
2017
Q1 | $335K | Buy |
4,051
+169
| +4% | +$14K | 0.07% | 310 |
|
|
2016
Q4 | $267K | Sell |
3,882
-4,735
| -55% | -$326K | 0.05% | 373 |
|
|
2016
Q3 | $616K | Buy |
8,617
+138
| +2% | +$9.87K | 0.12% | 208 |
|
|
2016
Q2 | $674K | Sell |
8,479
-654
| -7% | -$52K | 0.13% | 190 |
|
|
2016
Q1 | $674K | Buy |
9,133
+21
| +0.2% | +$1.55K | 0.16% | 162 |
|
|
2015
Q4 | $715K | Buy |
+9,112
| New | +$715K | 0.14% | 179 |
|
|
2015
Q1 | – | Sell |
-1,032
| Closed | -$61 | – | 841 |
|
|
2014
Q4 | $61 | Buy |
+1,032
| New | +$61 | ﹤0.01% | 1986 |
|
|
2014
Q3 | – | Sell |
-524
| Closed | -$30.5K | – | 884 |
|
|
2014
Q2 | $30.5K | Sell |
524
-1,422
| -73% | -$82.6K | 0.01% | 1261 |
|
|
2014
Q1 | $111K | Buy |
+1,946
| New | +$111K | 0.03% | 586 |
|