CAWM
Capital Advisors Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Sell |
2,699
-1,768
| -40% | -$482K | 0.12% | 95 |
|
|
2025
Q1 | $1.2M | Sell |
4,467
-970
| -18% | -$260K | 0.21% | 62 |
|
|
2024
Q4 | $1.82M | Buy |
5,437
+17
| +0.3% | +$5.68K | 0.32% | 49 |
|
|
2024
Q3 | $1.48M | Sell |
5,420
-360
| -6% | -$98.5K | 0.27% | 51 |
|
|
2024
Q2 | $1.49M | Buy |
5,780
+2,127
| +58% | +$547K | 0.29% | 48 |
|
|
2024
Q1 | $1.1M | Buy |
3,653
+469
| +15% | +$141K | 0.23% | 53 |
|
|
2023
Q4 | $838K | Buy |
+3,184
| New | +$838K | 0.19% | 63 |
|
|
2022
Q1 | – | Sell |
-1,235
| Closed | -$314K | – | 126 |
|
|
2021
Q4 | $314K | Buy |
+1,235
| New | +$314K | 0.1% | 91 |
|