HWA
HCR Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
1,681
-10
| -0.6% | -$2.73K | 0.05% | 149 |
|
|
2025
Q1 | $454K | Buy |
1,691
+348
| +26% | +$93.4K | 0.06% | 147 |
|
|
2024
Q4 | $449K | Sell |
1,343
-15
| -1% | -$5.02K | 0.06% | 146 |
|
|
2024
Q3 | $372K | Buy |
1,358
+120
| +10% | +$32.8K | 0.05% | 166 |
|
|
2024
Q2 | $318K | Buy |
1,238
+59
| +5% | +$15.2K | 0.05% | 166 |
|
|
2024
Q1 | $355K | Hold |
1,179
| – | – | 0.05% | 156 |
|
|
2023
Q4 | $310K | Buy |
+1,179
| New | +$310K | 0.05% | 155 |
|
|
2022
Q2 | – | Sell |
-1,167
| Closed | -$248K | – | 184 |
|
|
2022
Q1 | $248K | Buy |
1,167
+68
| +6% | +$14.5K | 0.04% | 163 |
|
|
2021
Q4 | $279K | Sell |
1,099
-50
| -4% | -$12.7K | 0.04% | 168 |
|
|
2021
Q3 | $312K | Sell |
1,149
-14
| -1% | -$3.8K | 0.05% | 163 |
|
|
2021
Q2 | $284K | Buy |
1,163
+44
| +4% | +$10.7K | 0.05% | 161 |
|
|
2021
Q1 | $237K | Sell |
1,119
-2,330
| -68% | -$493K | 0.05% | 165 |
|
|
2020
Q4 | $768K | Buy |
3,449
+717
| +26% | +$160K | 0.16% | 95 |
|
|
2020
Q3 | $687K | Buy |
2,732
+110
| +4% | +$27.7K | 0.16% | 90 |
|
|
2020
Q2 | $503K | Buy |
2,622
+65
| +3% | +$12.5K | 0.12% | 94 |
|
|
2020
Q1 | $368K | Sell |
2,557
-70
| -3% | -$10.1K | 0.11% | 107 |
|
|
2019
Q4 | $427K | Buy |
2,627
+70
| +3% | +$11.4K | 0.1% | 111 |
|
|
2019
Q3 | $380K | Hold |
2,557
| – | – | 0.13% | 109 |
|
|
2019
Q2 | $388K | Sell |
2,557
-6,841
| -73% | -$1.04M | 0.11% | 115 |
|
|
2019
Q1 | $865K | Buy |
9,398
+6,881
| +273% | +$633K | 0.25% | 79 |
|
|
2018
Q4 | $345K | Sell |
2,517
-97
| -4% | -$13.3K | 0.11% | 120 |
|
|
2018
Q3 | $369K | Sell |
2,614
-465
| -15% | -$65.6K | 0.12% | 117 |
|
|
2018
Q2 | $420K | Sell |
3,079
-400
| -11% | -$54.6K | 0.14% | 119 |
|
|
2018
Q1 | $405K | Buy |
3,479
+147
| +4% | +$17.1K | 0.14% | 120 |
|
|
2017
Q4 | $341K | Sell |
3,332
-250
| -7% | -$25.6K | 0.12% | 128 |
|
|
2017
Q3 | $335K | Buy |
3,582
+422
| +13% | +$39.5K | 0.14% | 119 |
|
|
2017
Q2 | $274K | Hold |
3,160
| – | – | 0.14% | 114 |
|
|
2017
Q1 | $261K | Hold |
3,160
| – | – | 0.13% | 125 |
|
|
2016
Q4 | $216K | Buy |
+3,160
| New | +$216K | 0.11% | 131 |
|