EWA
Exencial Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
47,804
+1,850
| +4% | +$504K | 0.46% | 63 |
|
|
2025
Q1 | $12.3M | Buy |
45,954
+14,563
| +46% | +$3.91M | 0.46% | 68 |
|
|
2024
Q4 | $10.5M | Sell |
31,391
-27,528
| -47% | -$9.2M | 0.38% | 75 |
|
|
2024
Q3 | $16.1M | Buy |
58,919
+16,943
| +40% | +$4.64M | 0.58% | 54 |
|
|
2024
Q2 | $10.8M | Buy |
41,976
+36,895
| +726% | +$9.49M | 0.41% | 75 |
|
|
2024
Q1 | $1.53M | Sell |
5,081
-211
| -4% | -$63.6K | 0.06% | 232 |
|
|
2023
Q4 | $1.39M | Buy |
5,292
+461
| +10% | +$121K | 0.06% | 228 |
|
|
2023
Q3 | $980K | Sell |
4,831
-73
| -1% | -$14.8K | 0.05% | 232 |
|
|
2023
Q2 | $1.04M | Sell |
4,904
-398
| -8% | -$84.1K | 0.05% | 230 |
|
|
2023
Q1 | $1.06M | Sell |
5,302
-1,311
| -20% | -$262K | 0.05% | 215 |
|
|
2022
Q4 | $877K | Sell |
6,613
-26,370
| -80% | -$3.5M | 0.05% | 225 |
|
|
2022
Q3 | $4.74M | Sell |
32,983
-3,404
| -9% | -$490K | 0.29% | 101 |
|
|
2022
Q2 | $6.01M | Sell |
36,387
-2,003
| -5% | -$331K | 0.34% | 94 |
|
|
2022
Q1 | $8.15M | Buy |
38,390
+702
| +2% | +$149K | 0.41% | 80 |
|
|
2021
Q4 | $9.58M | Sell |
37,688
-12,510
| -25% | -$3.18M | 0.46% | 68 |
|
|
2021
Q3 | $13.6M | Buy |
50,198
+13,769
| +38% | +$3.73M | 0.59% | 33 |
|
|
2021
Q2 | $8.9M | Buy |
36,429
+33,775
| +1,273% | +$8.25M | 0.48% | 65 |
|
|
2021
Q1 | $562K | Sell |
2,654
-1,387
| -34% | -$294K | 0.03% | 264 |
|
|
2020
Q4 | $899K | Buy |
4,041
+610
| +18% | +$136K | 0.06% | 201 |
|
|
2020
Q3 | $863K | Buy |
3,431
+631
| +23% | +$159K | 0.05% | 209 |
|
|
2020
Q2 | $525K | Buy |
2,800
+353
| +14% | +$66.2K | 0.05% | 214 |
|
|
2020
Q1 | $352K | Buy |
2,447
+738
| +43% | +$106K | 0.06% | 177 |
|
|
2019
Q4 | $278K | Sell |
1,709
-505
| -23% | -$82.1K | 0.05% | 220 |
|
|
2019
Q3 | $329K | Sell |
2,214
-1,239
| -36% | -$184K | 0.07% | 188 |
|
|
2019
Q2 | $524K | Hold |
3,453
| – | – | 0.12% | 139 |
|
|
2019
Q1 | $547K | Buy |
3,453
+280
| +9% | +$44.4K | 0.13% | 137 |
|
|
2018
Q4 | $435K | Buy |
3,173
+791
| +33% | +$108K | 0.12% | 135 |
|
|
2018
Q3 | $379K | Buy |
2,382
+708
| +42% | +$113K | 0.09% | 133 |
|
|
2018
Q2 | $228K | Buy |
+1,674
| New | +$228K | 0.06% | 163 |
|