EWA
Encompass Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
1,715
+4
| +0.2% | +$1.09K | 0.17% | 66 |
|
|
2025
Q1 | $459K | Sell |
1,711
-33
| -2% | -$8.85K | 0.19% | 65 |
|
|
2024
Q4 | $583K | Buy |
1,744
+13
| +0.8% | +$4.35K | 0.24% | 54 |
|
|
2024
Q3 | $474K | Sell |
1,731
-242
| -12% | -$66.2K | 0.12% | 147 |
|
|
2024
Q2 | $507K | Buy |
1,973
+49
| +3% | +$12.6K | 0.13% | 134 |
|
|
2024
Q1 | $579K | Hold |
1,924
| – | – | 0.15% | 133 |
|
|
2023
Q4 | $506K | Hold |
1,924
| – | – | 0.15% | 125 |
|
|
2023
Q3 | $390K | Buy |
1,924
+20
| +1% | +$4.06K | 0.13% | 136 |
|
|
2023
Q2 | $402K | Sell |
1,904
-143
| -7% | -$30.2K | 0.13% | 138 |
|
|
2023
Q1 | $409K | Sell |
2,047
-38
| -2% | -$7.59K | 0.14% | 131 |
|
|
2022
Q4 | $276K | Buy |
2,085
+237
| +13% | +$31.4K | 0.1% | 159 |
|
|
2022
Q3 | $266K | Sell |
1,848
-1,169
| -39% | -$168K | 0.1% | 159 |
|
|
2022
Q2 | $498K | Hold |
3,017
| – | – | 0.18% | 107 |
|
|
2022
Q1 | $640K | Sell |
3,017
-750
| -20% | -$159K | 0.16% | 109 |
|
|
2021
Q4 | $957K | Buy |
3,767
+1
| +0% | +$254 | 0.23% | 74 |
|
|
2021
Q3 | $1.02M | Buy |
3,766
+38
| +1% | +$10.3K | 0.27% | 66 |
|
|
2021
Q2 | $910K | Hold |
3,728
| – | – | 0.22% | 83 |
|
|
2021
Q1 | $809K | Buy |
3,728
+1,767
| +90% | +$383K | 0.21% | 91 |
|
|
2020
Q4 | $436K | Buy |
+1,961
| New | +$436K | 0.25% | 69 |
|