BWA
Bordeaux Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Sell |
3,607
-911
| -20% | -$248K | 0.13% | 56 |
|
|
2025
Q1 | $1.21M | Sell |
4,518
-146
| -3% | -$39.2K | 0.22% | 49 |
|
|
2024
Q4 | $1.56M | Buy |
4,664
+261
| +6% | +$87.3K | 0.25% | 44 |
|
|
2024
Q3 | $1.21M | Sell |
4,403
-2,092
| -32% | -$573K | 0.22% | 51 |
|
|
2024
Q2 | $1.67M | Buy |
6,495
+2,377
| +58% | +$611K | 0.32% | 40 |
|
|
2024
Q1 | $1.24M | Sell |
4,118
-396
| -9% | -$119K | 0.41% | 30 |
|
|
2023
Q4 | $1.19M | Buy |
4,514
+1,130
| +33% | +$297K | 0.4% | 33 |
|
|
2023
Q3 | $686K | Sell |
3,384
-213
| -6% | -$43.2K | 0.28% | 43 |
|
|
2023
Q2 | $760K | Sell |
3,597
-72
| -2% | -$15.2K | 0.31% | 39 |
|
|
2023
Q1 | $733K | Buy |
3,669
+164
| +5% | +$32.8K | 0.38% | 41 |
|
|
2022
Q4 | $465K | Sell |
3,505
-178
| -5% | -$23.6K | 0.26% | 54 |
|
|
2022
Q3 | $530K | Sell |
3,683
-204
| -5% | -$29.4K | 0.33% | 49 |
|
|
2022
Q2 | $642K | Sell |
3,887
-130
| -3% | -$21.5K | 0.44% | 40 |
|
|
2022
Q1 | $853K | Buy |
4,017
+285
| +8% | +$60.5K | 0.46% | 37 |
|
|
2021
Q4 | $948K | Buy |
3,732
+67
| +2% | +$17K | 0.44% | 39 |
|
|
2021
Q3 | $994K | Buy |
3,665
+60
| +2% | +$16.3K | 0.56% | 29 |
|
|
2021
Q2 | $881K | Hold |
3,605
| – | – | 0.51% | 32 |
|
|
2021
Q1 | $764K | Hold |
3,605
| – | – | 0.53% | 31 |
|
|
2020
Q4 | $802K | Buy |
+3,605
| New | +$802K | 0.6% | 25 |
|