IWA
Icon Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Buy |
3,457
+255
| +8% | +$69.5K | 0.07% | 177 |
|
|
2025
Q1 | $859K | Buy |
3,202
+167
| +6% | +$44.8K | 0.07% | 161 |
|
|
2024
Q4 | $1.01M | Buy |
3,035
+266
| +10% | +$88.9K | 0.08% | 148 |
|
|
2024
Q3 | $758K | Sell |
2,769
-8,008
| -74% | -$2.19M | 0.06% | 166 |
|
|
2024
Q2 | $2.79M | Sell |
10,777
-10,814
| -50% | -$2.8M | 0.25% | 68 |
|
|
2024
Q1 | $6.5M | Sell |
21,591
-553
| -2% | -$167K | 0.6% | 30 |
|
|
2023
Q4 | $5.83M | Buy |
+22,144
| New | +$5.83M | 0.61% | 30 |
|
|
2022
Q4 | $2.54M | Sell |
19,184
-1,535
| -7% | -$204K | 0.29% | 82 |
|
|
2022
Q3 | $2.98M | Buy |
+20,719
| New | +$2.98M | 0.36% | 68 |
|