BZWA
Blue Zone Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.27M | Buy |
26,668
+1,920
| +8% | +$524K | 1.82% | 18 |
|
|
2025
Q1 | $6.64M | Buy |
24,748
+1,354
| +6% | +$363K | 1.85% | 17 |
|
|
2024
Q4 | $7.82M | Buy |
23,394
+154
| +0.7% | +$51.5K | 2.26% | 10 |
|
|
2024
Q3 | $6.36M | Buy |
23,240
+677
| +3% | +$185K | 1.98% | 15 |
|
|
2024
Q2 | $5.8M | Sell |
22,563
-2,166
| -9% | -$557K | 2% | 14 |
|
|
2024
Q1 | $7.45M | Sell |
24,729
-1,882
| -7% | -$567K | 2.56% | 6 |
|
|
2023
Q4 | $7M | Buy |
26,611
+110
| +0.4% | +$28.9K | 2.79% | 5 |
|
|
2023
Q3 | $5.37M | Sell |
26,501
-55
| -0.2% | -$11.2K | 2.36% | 9 |
|
|
2023
Q2 | $5.61M | Buy |
26,556
+126
| +0.5% | +$26.6K | 2.59% | 10 |
|
|
2023
Q1 | $5.28M | Sell |
26,430
-16
| -0.1% | -$3.2K | 2.82% | 7 |
|
|
2022
Q4 | $3.51M | Buy |
26,446
+232
| +0.9% | +$30.8K | 1.87% | 19 |
|
|
2022
Q3 | $3.77M | Sell |
26,214
-945
| -3% | -$136K | 1.95% | 14 |
|
|
2022
Q2 | $4.48M | Buy |
27,159
+324
| +1% | +$53.5K | 2.03% | 9 |
|
|
2022
Q1 | $5.7M | Buy |
26,835
+2,754
| +11% | +$585K | 2.13% | 8 |
|
|
2021
Q4 | $6.12M | Buy |
24,081
+198
| +0.8% | +$50.3K | 2.02% | 10 |
|
|
2021
Q3 | $6.48M | Buy |
23,883
+2,442
| +11% | +$662K | 2.25% | 9 |
|
|
2021
Q2 | $5.24M | Buy |
21,441
+1,379
| +7% | +$337K | 1.97% | 12 |
|
|
2021
Q1 | $4.25M | Buy |
20,062
+1,786
| +10% | +$378K | 1.81% | 14 |
|
|
2020
Q4 | $4.07M | Buy |
18,276
+14,111
| +339% | +$3.14M | 1.96% | 12 |
|
|
2020
Q3 | $1.05M | Sell |
4,165
-1,027
| -20% | -$258K | 0.59% | 39 |
|
|
2020
Q2 | $973K | Buy |
+5,192
| New | +$973K | 0.54% | 36 |
|