BWAM
Boyd Watterson Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
7,166
+395
| +6% | +$108K | 0.62% | 44 |
|
|
2025
Q1 | $1.82M | Sell |
6,771
-10
| -0.1% | -$2.68K | 0.58% | 51 |
|
|
2024
Q4 | $2.27M | Sell |
6,781
-204
| -3% | -$68.2K | 0.63% | 41 |
|
|
2024
Q3 | $1.91M | Sell |
6,985
-5
| -0.1% | -$1.37K | 0.52% | 46 |
|
|
2024
Q2 | $1.8M | Sell |
6,990
-418
| -6% | -$107K | 0.51% | 42 |
|
|
2024
Q1 | $2.23M | Buy |
7,408
+336
| +5% | +$101K | 0.8% | 35 |
|
|
2023
Q4 | $1.86M | Sell |
7,072
-48
| -0.7% | -$12.6K | 0.74% | 39 |
|
|
2023
Q3 | $1.44M | Sell |
7,120
-9
| -0.1% | -$1.83K | 0.63% | 41 |
|
|
2023
Q2 | $1.51M | Sell |
7,129
-4
| -0.1% | -$845 | 0.6% | 42 |
|
|
2023
Q1 | $1.43M | Buy |
7,133
+16
| +0.2% | +$3.2K | 0.58% | 44 |
|
|
2022
Q4 | $944K | Sell |
7,117
-71
| -1% | -$9.41K | 0.39% | 67 |
|
|
2022
Q3 | $1.03M | Buy |
7,188
+15
| +0.2% | +$2.16K | 0.47% | 52 |
|
|
2022
Q2 | $1.18M | Buy |
7,173
+4,953
| +223% | +$818K | 0.5% | 48 |
|
|
2022
Q1 | $471K | Buy |
2,220
+1,118
| +101% | +$237K | 0.17% | 105 |
|
|
2021
Q4 | $280K | Sell |
1,102
-106
| -9% | -$26.9K | 0.09% | 128 |
|
|
2021
Q3 | $328K | Buy |
1,208
+108
| +10% | +$29.3K | 0.12% | 119 |
|
|
2021
Q2 | $269K | Sell |
1,100
-730
| -40% | -$179K | 0.11% | 126 |
|
|
2021
Q1 | $388K | Sell |
1,830
-2,460
| -57% | -$522K | 0.17% | 112 |
|
|
2020
Q4 | $955K | Sell |
4,290
-937
| -18% | -$209K | 0.45% | 66 |
|
|
2020
Q3 | $1.31M | Sell |
5,227
-1,442
| -22% | -$363K | 0.72% | 45 |
|
|
2020
Q2 | $1.25M | Buy |
6,669
+632
| +10% | +$118K | 0.84% | 37 |
|
|
2020
Q1 | $869K | Sell |
6,037
-94
| -2% | -$13.5K | 0.71% | 44 |
|
|
2019
Q4 | $997K | Sell |
6,131
-25
| -0.4% | -$4.07K | 0.66% | 46 |
|
|
2019
Q3 | $914K | Sell |
6,156
-27
| -0.4% | -$4.01K | 0.64% | 49 |
|
|
2019
Q2 | $938K | Sell |
6,183
-755
| -11% | -$115K | 0.64% | 49 |
|
|
2019
Q1 | $1.1M | Buy |
6,938
+378
| +6% | +$59.9K | 0.69% | 43 |
|
|
2018
Q4 | $899K | Buy |
6,560
+3,632
| +124% | +$498K | 0.66% | 50 |
|
|
2018
Q3 | $466K | Sell |
2,928
-213
| -7% | -$33.9K | 0.27% | 91 |
|
|
2018
Q2 | $428K | Sell |
3,141
-63
| -2% | -$8.59K | 0.25% | 89 |
|
|
2018
Q1 | $373K | Sell |
3,204
-385
| -11% | -$44.8K | 0.19% | 114 |
|
|
2017
Q4 | $367K | Buy |
+3,589
| New | +$367K | 0.18% | 116 |
|