FFWA
FRG Family Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Sell |
16,186
-295
| -2% | -$80.4K | 0.77% | 29 |
|
|
2025
Q1 | $4.42M | Sell |
16,481
-526
| -3% | -$141K | 0.85% | 29 |
|
|
2024
Q4 | $5.69M | Sell |
17,007
-975
| -5% | -$326K | 1.03% | 23 |
|
|
2024
Q3 | $4.92M | Sell |
17,982
-240
| -1% | -$65.7K | 0.88% | 31 |
|
|
2024
Q2 | $4.34M | Sell |
18,222
-275
| -1% | -$65.6K | 0.84% | 31 |
|
|
2024
Q1 | $4.97M | Sell |
18,497
-135
| -0.7% | -$36.3K | 0.98% | 26 |
|
|
2023
Q4 | $4.9M | Sell |
18,632
-1,302
| -7% | -$343K | 0.99% | 27 |
|
|
2023
Q3 | $4.04M | Buy |
19,934
+309
| +2% | +$62.7K | 0.91% | 29 |
|
|
2023
Q2 | $4.15M | Sell |
19,625
-2,143
| -10% | -$453K | 0.91% | 28 |
|
|
2023
Q1 | $4.35M | Sell |
21,768
-578
| -3% | -$115K | 0.99% | 29 |
|
|
2022
Q4 | $2.96M | Sell |
22,346
-2,040
| -8% | -$270K | 0.71% | 38 |
|
|
2022
Q3 | $3.51M | Buy |
24,386
+307
| +1% | +$44.2K | 0.87% | 32 |
|
|
2022
Q2 | $3.97M | Buy |
24,079
+855
| +4% | +$141K | 0.92% | 31 |
|
|
2022
Q1 | $4.93M | Sell |
23,224
-160
| -0.7% | -$34K | 0.96% | 29 |
|
|
2021
Q4 | $5.94M | Sell |
23,384
-2,230
| -9% | -$567K | 1.11% | 28 |
|
|
2021
Q3 | $6.95M | Buy |
25,614
+1,615
| +7% | +$438K | 1.36% | 19 |
|
|
2021
Q2 | $5.86M | Buy |
23,999
+3,610
| +18% | +$882K | 1.11% | 27 |
|
|
2021
Q1 | $4.32M | Buy |
20,389
+2,840
| +16% | +$602K | 0.88% | 31 |
|
|
2020
Q4 | $3.91M | Sell |
17,549
-295
| -2% | -$65.6K | 0.85% | 32 |
|
|
2020
Q3 | $4.49M | Sell |
17,844
-400
| -2% | -$101K | 1.09% | 27 |
|
|
2020
Q2 | $3.42M | Buy |
18,244
+130
| +0.7% | +$24.4K | 0.9% | 31 |
|
|
2020
Q1 | $2.61M | Buy |
18,114
+1,128
| +7% | +$162K | 0.79% | 36 |
|
|
2019
Q4 | $2.76M | Sell |
16,986
-725
| -4% | -$118K | 0.67% | 42 |
|
|
2019
Q3 | $2.63M | Buy |
17,711
+1,446
| +9% | +$215K | 0.68% | 46 |
|
|
2019
Q2 | $2.47M | Buy |
16,265
+3,330
| +26% | +$505K | 0.65% | 47 |
|
|
2019
Q1 | $2.05M | Buy |
12,935
+915
| +8% | +$145K | 0.58% | 49 |
|
|
2018
Q4 | $1.65M | Buy |
12,020
+2,340
| +24% | +$320K | 0.54% | 54 |
|
|
2018
Q3 | $1.54M | Buy |
9,680
+5,739
| +146% | +$912K | 0.42% | 65 |
|
|
2018
Q2 | $538K | Buy |
+3,941
| New | +$538K | 0.16% | 99 |
|