FVWA
Foster Victor Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
59,099
+8,393
| +17% | +$2.27M | 1.09% | 33 |
|
|
2025
Q1 | $12.9M | Buy |
50,706
+4,722
| +10% | +$1.2M | 1.04% | 37 |
|
|
2024
Q4 | $14.9M | Sell |
45,984
-5,297
| -10% | -$1.72M | 1.14% | 26 |
|
|
2024
Q3 | $14.8M | Buy |
51,281
+1,846
| +4% | +$531K | 1.18% | 26 |
|
|
2024
Q2 | $12.7M | Buy |
49,435
+5,737
| +13% | +$1.47M | 1.06% | 38 |
|
|
2024
Q1 | $13.1M | Sell |
43,698
-3,227
| -7% | -$965K | 1.19% | 37 |
|
|
2023
Q4 | $12.2M | Sell |
46,925
-2,337
| -5% | -$610K | 1.25% | 32 |
|
|
2023
Q3 | $10.2M | Sell |
49,262
-422
| -0.8% | -$87.5K | 1.19% | 37 |
|
|
2023
Q2 | $10.6M | Buy |
49,684
+1,162
| +2% | +$248K | 1.18% | 34 |
|
|
2023
Q1 | $9.57M | Sell |
48,522
-5,534
| -10% | -$1.09M | 1.16% | 35 |
|
|
2022
Q4 | $7.6M | Buy |
54,056
+8,274
| +18% | +$1.16M | 0.97% | 47 |
|
|
2022
Q3 | $7.12M | Buy |
45,782
+3,111
| +7% | +$484K | 1.04% | 46 |
|
|
2022
Q2 | $7.37M | Buy |
42,671
+2,970
| +7% | +$513K | 1.1% | 43 |
|
|
2022
Q1 | $7.97M | Buy |
39,701
+2,540
| +7% | +$510K | 1.09% | 37 |
|
|
2021
Q4 | $8.84M | Buy |
37,161
+2,581
| +7% | +$614K | 1.2% | 30 |
|
|
2021
Q3 | $9.38M | Buy |
34,580
+2,181
| +7% | +$592K | 1.5% | 20 |
|
|
2021
Q2 | $7.91M | Buy |
32,399
+2,500
| +8% | +$611K | 1.32% | 28 |
|
|
2021
Q1 | $6.94M | Buy |
+29,899
| New | +$6.94M | 1.29% | 28 |
|