FTWA
Fifth Third Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Buy |
17,980
+1,353
| +8% | +$369K | 0.21% | 88 |
|
|
2025
Q1 | $4.46M | Buy |
16,627
+1,906
| +13% | +$512K | 0.23% | 72 |
|
|
2024
Q4 | $4.92M | Buy |
14,721
+731
| +5% | +$244K | 0.27% | 57 |
|
|
2024
Q3 | $3.83M | Buy |
13,990
+492
| +4% | +$135K | 0.23% | 66 |
|
|
2024
Q2 | $3.47M | Buy |
13,498
+8,493
| +170% | +$2.18M | 0.26% | 61 |
|
|
2024
Q1 | $1.51M | Buy |
5,005
+279
| +6% | +$84K | 0.23% | 71 |
|
|
2023
Q4 | $1.24M | Buy |
4,726
+308
| +7% | +$81K | 0.4% | 59 |
|
|
2023
Q3 | $896K | Buy |
+4,418
| New | +$896K | 0.36% | 72 |
|