CWA
Core Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
5,408
-1,508
| -22% | -$411K | 0.42% | 25 |
|
|
2025
Q1 | $1.86M | Sell |
6,916
-1,383
| -17% | -$371K | 0.59% | 21 |
|
|
2024
Q4 | $2.77M | Sell |
8,299
-145
| -2% | -$48.5K | 0.91% | 17 |
|
|
2024
Q3 | $2.31M | Buy |
8,444
+329
| +4% | +$90.1K | 0.74% | 17 |
|
|
2024
Q2 | $2.09M | Sell |
8,115
-1,011
| -11% | -$260K | 0.72% | 23 |
|
|
2024
Q1 | $2.75M | Sell |
9,126
-598
| -6% | -$180K | 0.93% | 15 |
|
|
2023
Q4 | $2.56M | Buy |
+9,724
| New | +$2.56M | 0.94% | 14 |
|
|
2022
Q1 | – | Sell |
-25
| Closed | -$6K | – | 202 |
|
|
2021
Q4 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 171 |
|