FWP
FAS Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Buy |
2,651
+3
| +0.1% | +$818 | 0.05% | 183 |
|
|
2025
Q1 | $711K | Buy |
2,648
+31
| +1% | +$8.32K | 0.06% | 177 |
|
|
2024
Q4 | $875K | Sell |
2,617
-32
| -1% | -$10.7K | 0.07% | 158 |
|
|
2024
Q3 | $725K | Buy |
2,649
+1
| +0% | +$274 | 0.06% | 172 |
|
|
2024
Q2 | $681K | Buy |
2,648
+300
| +13% | +$77.1K | 0.06% | 170 |
|
|
2024
Q1 | $707K | Sell |
2,348
-181
| -7% | -$54.5K | 0.06% | 169 |
|
|
2023
Q4 | $665K | Sell |
2,529
-75
| -3% | -$19.7K | 0.06% | 174 |
|
|
2023
Q3 | $528K | Buy |
2,604
+17
| +0.7% | +$3.45K | 0.06% | 183 |
|
|
2023
Q2 | $547K | Buy |
2,587
+21
| +0.8% | +$4.44K | 0.07% | 167 |
|
|
2023
Q1 | $513K | Sell |
2,566
-63
| -2% | -$12.6K | 0.06% | 190 |
|
|
2022
Q4 | $349K | Sell |
2,629
-470
| -15% | -$62.3K | 0.04% | 224 |
|
|
2022
Q3 | $446K | Buy |
3,099
+3
| +0.1% | +$432 | 0.05% | 190 |
|
|
2022
Q2 | $511K | Buy |
3,096
+731
| +31% | +$121K | 0.05% | 186 |
|
|
2022
Q1 | $502K | Buy |
2,365
+8
| +0.3% | +$1.7K | 0.05% | 191 |
|
|
2021
Q4 | $599K | Sell |
2,357
-34
| -1% | -$8.64K | 0.06% | 178 |
|
|
2021
Q3 | $648K | Buy |
2,391
+169
| +8% | +$45.8K | 0.06% | 162 |
|
|
2021
Q2 | $543K | Buy |
2,222
+72
| +3% | +$17.6K | 0.05% | 180 |
|
|
2021
Q1 | $456K | Buy |
2,150
+429
| +25% | +$91K | 0.05% | 184 |
|
|
2020
Q4 | $383K | Sell |
1,721
-20
| -1% | -$4.45K | 0.04% | 190 |
|
|
2020
Q3 | $438K | Sell |
1,741
-100
| -5% | -$25.2K | 0.06% | 167 |
|
|
2020
Q2 | $345K | Hold |
1,841
| – | – | 0.05% | 183 |
|
|
2020
Q1 | $265K | Buy |
+1,841
| New | +$265K | 0.05% | 183 |
|