BWA
Blodgett Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Buy |
3,213
+200
| +7% | +$54.5K | 0.69% | 25 |
|
|
2025
Q1 | $808K | Sell |
3,013
-39
| -1% | -$10.5K | 0.69% | 29 |
|
|
2024
Q4 | $1.02M | Buy |
3,052
+425
| +16% | +$142K | 0.8% | 22 |
|
|
2024
Q3 | $719K | Sell |
2,627
-60
| -2% | -$16.4K | 0.6% | 27 |
|
|
2024
Q2 | $691K | Sell |
2,687
-205
| -7% | -$52.7K | 0.59% | 26 |
|
|
2024
Q1 | $871K | Buy |
2,892
+112
| +4% | +$33.7K | 0.79% | 24 |
|
|
2023
Q4 | $732K | Hold |
2,780
| – | – | 0.75% | 24 |
|
|
2023
Q3 | $564K | Buy |
2,780
+50
| +2% | +$10.1K | 0.62% | 30 |
|
|
2023
Q2 | $577K | Sell |
2,730
-390
| -13% | -$82.4K | 0.6% | 32 |
|
|
2023
Q1 | $623K | Sell |
3,120
-325
| -9% | -$64.9K | 0.72% | 31 |
|
|
2022
Q4 | $457K | Sell |
3,445
-100
| -3% | -$13.3K | 0.56% | 34 |
|
|
2022
Q3 | $510K | Buy |
3,545
+45
| +1% | +$6.47K | 0.61% | 35 |
|
|
2022
Q2 | $578K | Sell |
3,500
-2,425
| -41% | -$400K | 0.63% | 35 |
|
|
2022
Q1 | $1.26M | Buy |
5,925
+500
| +9% | +$106K | 1.05% | 25 |
|
|
2021
Q4 | $1.38M | Buy |
+5,425
| New | +$1.38M | 1.07% | 22 |
|