CWAG
Compton Wealth Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
8,720
+431
| +5% | +$118K | 0.6% | 33 |
|
|
2025
Q1 | $2.22M | Buy |
8,289
+122
| +1% | +$32.7K | 0.62% | 34 |
|
|
2024
Q4 | $2.73M | Buy |
8,167
+475
| +6% | +$159K | 0.7% | 32 |
|
|
2024
Q3 | $2.11M | Buy |
7,692
+780
| +11% | +$213K | 0.53% | 40 |
|
|
2024
Q2 | $1.78M | Buy |
6,912
+162
| +2% | +$41.7K | 0.47% | 42 |
|
|
2024
Q1 | $2.03M | Hold |
6,750
| – | – | 0.56% | 41 |
|
|
2023
Q4 | $1.78M | Buy |
6,750
+1,002
| +17% | +$264K | 0.56% | 38 |
|
|
2023
Q3 | $1.17M | Buy |
5,748
+15
| +0.3% | +$3.04K | 0.4% | 48 |
|
|
2023
Q2 | $1.21M | Buy |
5,733
+20
| +0.4% | +$4.23K | 0.4% | 47 |
|
|
2023
Q1 | $1.14M | Buy |
5,713
+1,690
| +42% | +$338K | 0.39% | 51 |
|
|
2022
Q4 | $533K | Sell |
4,023
-3,399
| -46% | -$451K | 0.21% | 67 |
|
|
2022
Q3 | $1.07M | Sell |
7,422
-336
| -4% | -$48.3K | 0.45% | 48 |
|
|
2022
Q2 | $1.28M | Sell |
7,758
-120
| -2% | -$19.8K | 0.55% | 42 |
|
|
2022
Q1 | $1.67M | Buy |
7,878
+460
| +6% | +$97.7K | 0.65% | 36 |
|
|
2021
Q4 | $1.89M | Buy |
7,418
+695
| +10% | +$177K | 0.81% | 31 |
|
|
2021
Q3 | $1.82M | Sell |
6,723
-168
| -2% | -$45.6K | 0.86% | 30 |
|
|
2021
Q2 | $1.68M | Buy |
6,891
+430
| +7% | +$105K | 0.79% | 32 |
|
|
2021
Q1 | $1.37M | Buy |
6,461
+488
| +8% | +$103K | 0.78% | 35 |
|
|
2020
Q4 | $1.33M | Sell |
5,973
-942
| -14% | -$210K | 0.83% | 31 |
|
|
2020
Q3 | $1.74M | Buy |
6,915
+150
| +2% | +$37.7K | 1.3% | 22 |
|
|
2020
Q2 | $1.27M | Sell |
6,765
-690
| -9% | -$129K | 1.35% | 23 |
|
|
2020
Q1 | $1.07M | Sell |
7,455
-600
| -7% | -$86.4K | 1.39% | 25 |
|
|
2019
Q4 | $1.31M | Sell |
8,055
-32
| -0.4% | -$5.2K | 1.16% | 29 |
|
|
2019
Q3 | $1.2M | Buy |
8,087
+5,525
| +216% | +$820K | 0.66% | 30 |
|
|
2019
Q2 | $389K | Hold |
2,562
| – | – | 0.2% | 57 |
|
|
2019
Q1 | $406K | Hold |
2,562
| – | – | 0.21% | 54 |
|
|
2018
Q4 | $351K | Buy |
+2,562
| New | +$351K | 0.18% | 60 |
|