EWA
Etesian Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
4,907
-131
| -3% | -$35.7K | 0.5% | 55 |
|
|
2025
Q1 | $1.35M | Sell |
5,038
-17
| -0.3% | -$4.56K | 0.58% | 53 |
|
|
2024
Q4 | $1.69M | Sell |
5,055
-242
| -5% | -$80.9K | 0.75% | 36 |
|
|
2024
Q3 | $1.45M | Buy |
5,297
+816
| +18% | +$223K | 0.66% | 47 |
|
|
2024
Q2 | $1.15M | Sell |
4,481
-50
| -1% | -$12.9K | 0.65% | 52 |
|
|
2024
Q1 | $1.36M | Sell |
4,531
-327
| -7% | -$98.5K | 0.78% | 45 |
|
|
2023
Q4 | $1.29M | Sell |
4,858
-223
| -4% | -$59.2K | 0.77% | 48 |
|
|
2023
Q3 | $1.03M | Sell |
5,081
-78
| -2% | -$15.8K | 0.69% | 50 |
|
|
2023
Q2 | $1.09M | Buy |
5,159
+174
| +3% | +$36.8K | 0.71% | 49 |
|
|
2023
Q1 | $996K | Hold |
4,985
| – | – | 0.66% | 50 |
|
|
2022
Q4 | $661K | Buy |
+4,985
| New | +$661K | 0.48% | 71 |
|