BWFA
Baltimore-Washington Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
38,060
+5,750
| +18% | +$1.57M | 0.48% | 60 |
|
|
2025
Q1 | $8.67M | Buy |
32,310
+1,151
| +4% | +$309K | 0.46% | 66 |
|
|
2024
Q4 | $10.4M | Buy |
31,159
+659
| +2% | +$220K | 0.54% | 58 |
|
|
2024
Q3 | $8.35M | Buy |
30,500
+945
| +3% | +$259K | 0.45% | 66 |
|
|
2024
Q2 | $7.6M | Buy |
29,555
+1,770
| +6% | +$455K | 0.44% | 69 |
|
|
2024
Q1 | $8.37M | Buy |
27,785
+920
| +3% | +$277K | 0.52% | 64 |
|
|
2023
Q4 | $7.07M | Buy |
26,865
+2,093
| +8% | +$551K | 0.49% | 67 |
|
|
2023
Q3 | $5.02M | Buy |
24,772
+350
| +1% | +$71K | 0.41% | 74 |
|
|
2023
Q2 | $5.16M | Sell |
24,422
-13,049
| -35% | -$2.76M | 0.41% | 72 |
|
|
2023
Q1 | $7.49M | Buy |
37,471
+332
| +0.9% | +$66.3K | 0.66% | 51 |
|
|
2022
Q4 | $4.92M | Sell |
37,139
-2,256
| -6% | -$299K | 0.48% | 62 |
|
|
2022
Q3 | $5.75M | Sell |
39,395
-3,658
| -8% | -$534K | 0.48% | 58 |
|
|
2022
Q2 | $7.11M | Buy |
43,053
+6,592
| +18% | +$1.09M | 0.76% | 50 |
|
|
2022
Q1 | $7.73M | Sell |
36,461
-8,167
| -18% | -$1.73M | 0.75% | 54 |
|
|
2021
Q4 | $11.3M | Buy |
44,628
+2,020
| +5% | +$513K | 0.92% | 46 |
|
|
2021
Q3 | $11.6M | Buy |
42,608
+2,968
| +7% | +$805K | 1.02% | 41 |
|
|
2021
Q2 | $9.68M | Buy |
39,640
+3,379
| +9% | +$825K | 0.9% | 48 |
|
|
2021
Q1 | $7.68M | Buy |
36,261
+6,245
| +21% | +$1.32M | 0.78% | 54 |
|
|
2020
Q4 | $6.68M | Buy |
30,016
+3,909
| +15% | +$870K | 0.73% | 53 |
|
|
2020
Q3 | $6.56M | Buy |
+26,107
| New | +$6.56M | 0.85% | 48 |
|