GWANC
Guardian Wealth Advisors (North Carolina)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
4,597
-140
| -3% | -$38.2K | 0.09% | 117 |
|
|
2025
Q1 | $1.27M | Buy |
4,737
+73
| +2% | +$19.6K | 0.1% | 110 |
|
|
2024
Q4 | $1.56M | Buy |
4,664
+2,836
| +155% | +$948K | 0.12% | 103 |
|
|
2024
Q3 | $500K | Sell |
1,828
-58
| -3% | -$15.9K | 0.05% | 164 |
|
|
2024
Q2 | $485K | Buy |
1,886
+5
| +0.3% | +$1.29K | 0.06% | 161 |
|
|
2024
Q1 | $567K | Buy |
1,881
+177
| +10% | +$53.3K | 0.07% | 139 |
|
|
2023
Q4 | $448K | Sell |
1,704
-117
| -6% | -$30.8K | 0.07% | 143 |
|
|
2023
Q3 | $369K | Buy |
1,821
+767
| +73% | +$156K | 0.06% | 155 |
|
|
2023
Q2 | $223K | Buy |
+1,054
| New | +$223K | 0.04% | 211 |
|
|
2022
Q4 | – | Sell |
-1,701
| Closed | -$245K | – | 385 |
|
|
2022
Q3 | $245K | Buy |
+1,701
| New | +$245K | 0.05% | 161 |
|
|
2022
Q2 | – | Sell |
-1,529
| Closed | -$325K | – | 350 |
|
|
2022
Q1 | $325K | Buy |
1,529
+412
| +37% | +$87.6K | 0.14% | 114 |
|
|
2021
Q4 | $284K | Buy |
+1,117
| New | +$284K | 0.12% | 126 |
|