IAA
Independent Advisor Alliance’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
44,417
+533
| +1% | +$145K | 0.35% | 43 |
|
|
2025
Q1 | $11.8M | Buy |
43,884
+541
| +1% | +$145K | 0.39% | 42 |
|
|
2024
Q4 | $14.5M | Buy |
43,343
+8,240
| +23% | +$2.75M | 0.19% | 114 |
|
|
2024
Q3 | $9.61M | Buy |
35,103
+2,107
| +6% | +$577K | 0.35% | 51 |
|
|
2024
Q2 | $8.48M | Buy |
32,996
+476
| +1% | +$122K | 0.29% | 62 |
|
|
2024
Q1 | $9.79M | Buy |
32,520
+2,989
| +10% | +$900K | 0.35% | 53 |
|
|
2023
Q4 | $7.77M | Sell |
29,531
-578
| -2% | -$152K | 0.28% | 66 |
|
|
2023
Q3 | $6.11M | Sell |
30,109
-120
| -0.4% | -$24.3K | 0.28% | 68 |
|
|
2023
Q2 | $6.39M | Buy |
30,229
+8,646
| +40% | +$1.83M | 0.28% | 67 |
|
|
2023
Q1 | $4.31M | Sell |
21,583
-1,063
| -5% | -$212K | 0.21% | 96 |
|
|
2022
Q4 | $3K | Sell |
22,646
-2,959
| -12% | -$392 | ﹤0.01% | 215 |
|
|
2022
Q3 | $3.68M | Sell |
25,605
-628
| -2% | -$90.3K | 0.21% | 95 |
|
|
2022
Q2 | $4.33M | Sell |
26,233
-16,231
| -38% | -$2.68M | 0.24% | 93 |
|
|
2022
Q1 | $9.02M | Sell |
42,464
-295
| -0.7% | -$62.6K | 0.43% | 56 |
|
|
2021
Q4 | $10.9M | Buy |
42,759
+3,011
| +8% | +$765K | 0.54% | 46 |
|
|
2021
Q3 | $10.8M | Buy |
39,748
+2,451
| +7% | +$665K | 0.6% | 38 |
|
|
2021
Q2 | $9.11M | Sell |
37,297
-2,973
| -7% | -$726K | 0.5% | 46 |
|
|
2021
Q1 | $8.53M | Buy |
40,270
+5,516
| +16% | +$1.17M | 0.51% | 49 |
|
|
2020
Q4 | $7.73M | Buy |
34,754
+435
| +1% | +$96.8K | 0.52% | 45 |
|
|
2020
Q3 | $8.63M | Buy |
34,319
+23,013
| +204% | +$5.78M | 0.65% | 39 |
|
|
2020
Q2 | $2.12M | Buy |
11,306
+2,689
| +31% | +$504K | 0.23% | 91 |
|
|
2020
Q1 | $1.24M | Buy |
8,617
+1,777
| +26% | +$256K | 0.18% | 100 |
|
|
2019
Q4 | $1.11M | Sell |
6,840
-487
| -7% | -$79.2K | 0.05% | 341 |
|
|
2019
Q3 | $1.09M | Buy |
7,327
+233
| +3% | +$34.6K | 0.13% | 146 |
|
|
2019
Q2 | $1.08M | Buy |
7,094
+1,029
| +17% | +$156K | 0.16% | 132 |
|
|
2019
Q1 | $961K | Sell |
6,065
-3,067
| -34% | -$486K | 0.14% | 149 |
|
|
2018
Q4 | $1.25M | Buy |
9,132
+1,233
| +16% | +$169K | 0.22% | 100 |
|
|
2018
Q3 | $1.25M | Buy |
7,899
+5,424
| +219% | +$856K | 0.22% | 97 |
|
|
2018
Q2 | $329K | Buy |
2,475
+447
| +22% | +$59.4K | 0.07% | 226 |
|
|
2018
Q1 | $234K | Buy |
2,028
+121
| +6% | +$14K | 0.05% | 290 |
|
|
2017
Q4 | $208K | Buy |
+1,907
| New | +$208K | 0.05% | 292 |
|
|
2017
Q2 | – | Sell |
-2,378
| Closed | -$203K | – | 259 |
|
|
2017
Q1 | $203K | Buy |
+2,378
| New | +$203K | 0.03% | 379 |
|