CWA
Consilio Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
2,082
+936
| +82% | +$256K | 0.2% | 41 |
|
|
2025
Q1 | $308K | Buy |
1,146
+50
| +5% | +$13.4K | 0.13% | 49 |
|
|
2024
Q4 | $366K | Buy |
1,096
+56
| +5% | +$18.7K | 0.15% | 45 |
|
|
2024
Q3 | $285K | Buy |
1,040
+118
| +13% | +$32.3K | 0.12% | 53 |
|
|
2024
Q2 | $237K | Sell |
922
-42
| -4% | -$10.8K | 0.11% | 55 |
|
|
2024
Q1 | $290K | Buy |
964
+68
| +8% | +$20.5K | 0.14% | 46 |
|
|
2023
Q4 | $236K | Buy |
+896
| New | +$236K | 0.12% | 50 |
|