DWA
Dougherty Wealth Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Hold |
1,549
| – | – | 0.28% | 26 |
|
|
2025
Q1 | $416K | Hold |
1,549
| – | – | 0.31% | 26 |
|
|
2024
Q4 | $518K | Hold |
1,549
| – | – | 0.4% | 23 |
|
|
2024
Q3 | $424K | Hold |
1,549
| – | – | 0.34% | 24 |
|
|
2024
Q2 | $398K | Hold |
1,549
| – | – | 0.35% | 23 |
|
|
2024
Q1 | $467K | Sell |
1,549
-211
| -12% | -$63.5K | 0.41% | 21 |
|
|
2023
Q4 | $463K | Hold |
1,760
| – | – | 0.43% | 22 |
|
|
2023
Q3 | $357K | Hold |
1,760
| – | – | 0.41% | 20 |
|
|
2023
Q2 | $372K | Hold |
1,760
| – | – | 0.51% | 20 |
|
|
2023
Q1 | $352K | Hold |
1,760
| – | – | 0.53% | 20 |
|
|
2022
Q4 | $233K | Hold |
1,760
| – | – | 0.38% | 29 |
|
|
2022
Q3 | $253K | Hold |
1,760
| – | – | 0.5% | 24 |
|
|
2022
Q2 | $290K | Hold |
1,760
| – | – | 0.54% | 21 |
|
|
2022
Q1 | $374K | Hold |
1,760
| – | – | 0.56% | 20 |
|
|
2021
Q4 | $447K | Hold |
1,760
| – | – | 0.62% | 20 |
|
|
2021
Q3 | $477K | Hold |
1,760
| – | – | 0.71% | 19 |
|
|
2021
Q2 | $430K | Hold |
1,760
| – | – | 0.64% | 20 |
|
|
2021
Q1 | $373K | Hold |
1,760
| – | – | 0.56% | 23 |
|
|
2020
Q4 | $392K | Hold |
1,760
| – | – | 0.62% | 23 |
|
|
2020
Q3 | $442K | Hold |
1,760
| – | – | 1.53% | 16 |
|
|
2020
Q2 | $330K | Hold |
1,760
| – | – | 1.21% | 23 |
|
|
2020
Q1 | $253K | Hold |
1,760
| – | – | 1.01% | 24 |
|
|
2019
Q4 | $286K | Hold |
1,760
| – | – | 0.87% | 26 |
|
|
2019
Q3 | $261K | Hold |
1,760
| – | – | 0.86% | 28 |
|
|
2019
Q2 | $267K | Hold |
1,760
| – | – | 0.75% | 31 |
|
|
2019
Q1 | $279K | Hold |
1,760
| – | – | 0.95% | 26 |
|
|
2018
Q4 | $273K | Buy |
+1,760
| New | +$273K | 0.9% | 28 |
|