FWIA
Fort Washington Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209M | Buy |
765,842
+3,895
| +0.5% | +$1.06M | 1.2% | 21 |
|
|
2025
Q1 | $204M | Buy |
761,947
+419
| +0.1% | +$112K | 1.26% | 20 |
|
|
2024
Q4 | $255M | Buy |
761,528
+1,477
| +0.2% | +$494K | 1.52% | 13 |
|
|
2024
Q3 | $208M | Buy |
760,051
+19,530
| +3% | +$5.35M | 1.26% | 22 |
|
|
2024
Q2 | $190M | Buy |
740,521
+88,911
| +14% | +$22.9M | 1.24% | 19 |
|
|
2024
Q1 | $196M | Sell |
651,610
-3,513
| -0.5% | -$1.06M | 1.26% | 19 |
|
|
2023
Q4 | $172M | Sell |
655,123
-56,816
| -8% | -$15M | 1.19% | 21 |
|
|
2023
Q3 | $144M | Sell |
711,939
-4,786
| -0.7% | -$971K | 1.09% | 22 |
|
|
2023
Q2 | $151M | Sell |
716,725
-28,183
| -4% | -$5.95M | 1.09% | 23 |
|
|
2023
Q1 | $149M | Sell |
744,908
-3,317
| -0.4% | -$663K | 1.12% | 24 |
|
|
2022
Q4 | $99.2M | Sell |
748,225
-17,335
| -2% | -$2.3M | 0.77% | 33 |
|
|
2022
Q3 | $110M | Sell |
765,560
-58,237
| -7% | -$8.38M | 0.92% | 27 |
|
|
2022
Q2 | $136M | Buy |
823,797
+232
| +0% | +$38.3K | 1.04% | 25 |
|
|
2022
Q1 | $175M | Buy |
823,565
+12,890
| +2% | +$2.74M | 1.11% | 25 |
|
|
2021
Q4 | $206M | Sell |
810,675
-9,771
| -1% | -$2.48M | 1.25% | 19 |
|
|
2021
Q3 | $223M | Buy |
820,446
+58,505
| +8% | +$15.9M | 1.42% | 16 |
|
|
2021
Q2 | $186M | Buy |
761,941
+42,778
| +6% | +$10.4M | 1.65% | 11 |
|
|
2021
Q1 | $152M | Buy |
719,163
+76,968
| +12% | +$16.3M | 1.47% | 17 |
|
|
2020
Q4 | $143M | Sell |
642,195
-115,188
| -15% | -$25.6M | 1.51% | 13 |
|
|
2020
Q3 | $190M | Sell |
757,383
-158,598
| -17% | -$39.9M | 2.02% | 9 |
|
|
2020
Q2 | $172M | Sell |
915,981
-63,949
| -7% | -$12M | 1.93% | 9 |
|
|
2020
Q1 | $141M | Buy |
979,930
+63,221
| +7% | +$9.1M | 1.91% | 10 |
|
|
2019
Q4 | $149M | Sell |
916,709
-90,990
| -9% | -$14.8M | 1.59% | 11 |
|
|
2019
Q3 | $150M | Buy |
1,007,699
+11,233
| +1% | +$1.67M | 1.66% | 11 |
|
|
2019
Q2 | $151M | Sell |
996,466
-144,298
| -13% | -$21.9M | 1.68% | 10 |
|
|
2019
Q1 | $181M | Buy |
1,140,764
+28,920
| +3% | +$4.58M | 2.03% | 8 |
|
|
2018
Q4 | $152M | Buy |
1,111,844
+165,012
| +17% | +$22.6M | 1.86% | 9 |
|
|
2018
Q3 | $151M | Sell |
946,832
-111,203
| -11% | -$17.7M | 1.48% | 13 |
|
|
2018
Q2 | $144M | Buy |
1,058,035
+20,291
| +2% | +$2.77M | 1.46% | 10 |
|
|
2018
Q1 | $121M | Buy |
1,037,744
+120,315
| +13% | +$14M | 1.25% | 17 |
|
|
2017
Q4 | $93.8M | Buy |
917,429
+70,317
| +8% | +$7.19M | 0.93% | 27 |
|
|
2017
Q3 | $79.1M | Buy |
847,112
+27,723
| +3% | +$2.59M | 1.22% | 30 |
|
|
2017
Q2 | $70.9M | Buy |
819,389
+108,672
| +15% | +$9.41M | 1.12% | 35 |
|
|
2017
Q1 | $58.6M | Buy |
710,717
+65,211
| +10% | +$5.38M | 0.94% | 42 |
|
|
2016
Q4 | $44.2M | Buy |
+645,506
| New | +$44.2M | 0.74% | 47 |
|