HWA
HHM Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.55K | Sell |
35
-167
| -83% | -$45.5K | ﹤0.01% | 617 |
|
|
2025
Q1 | $54.2K | Buy |
202
+167
| +477% | +$44.8K | 0.01% | 343 |
|
|
2024
Q4 | $11.7K | Buy |
35
+18
| +106% | +$6.02K | ﹤0.01% | 565 |
|
|
2024
Q3 | $4.65K | Sell |
17
-16
| -48% | -$4.38K | ﹤0.01% | 660 |
|
|
2024
Q2 | $8.49K | Sell |
33
-44
| -57% | -$11.3K | ﹤0.01% | 573 |
|
|
2024
Q1 | $23.2K | Buy |
77
+33
| +75% | +$9.94K | ﹤0.01% | 390 |
|
|
2023
Q4 | $11.6K | Sell |
44
-20
| -31% | -$5.26K | ﹤0.01% | 488 |
|
|
2023
Q3 | $13K | Hold |
64
| – | – | ﹤0.01% | 465 |
|
|
2023
Q2 | $13.5K | Sell |
64
-23
| -26% | -$4.86K | ﹤0.01% | 473 |
|
|
2023
Q1 | $17.4K | Sell |
87
-39
| -31% | -$7.79K | ﹤0.01% | 435 |
|
|
2022
Q4 | $16.7K | Sell |
126
-25
| -17% | -$3.32K | ﹤0.01% | 385 |
|
|
2022
Q3 | $22K | Sell |
151
-569
| -79% | -$82.9K | 0.01% | 339 |
|
|
2022
Q2 | $119K | Buy |
720
+96
| +15% | +$15.9K | 0.03% | 180 |
|
|
2022
Q1 | $132K | Hold |
624
| – | – | 0.03% | 188 |
|
|
2021
Q4 | $159K | Sell |
624
-200
| -24% | -$51K | 0.04% | 165 |
|
|
2021
Q3 | $223K | Sell |
824
-9
| -1% | -$2.44K | 0.06% | 117 |
|
|
2021
Q2 | $203K | Buy |
833
+23
| +3% | +$5.61K | 0.06% | 126 |
|
|
2021
Q1 | $172K | Hold |
810
| – | – | 0.05% | 128 |
|
|
2020
Q4 | $180K | Hold |
810
| – | – | 0.06% | 113 |
|
|
2020
Q3 | $204K | Sell |
810
-101
| -11% | -$25.4K | 0.08% | 92 |
|
|
2020
Q2 | $171K | Hold |
911
| – | – | 0.07% | 94 |
|
|
2020
Q1 | $131K | Buy |
+911
| New | +$131K | 0.06% | 100 |
|