JWBC
J.W. Burns & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
6,774
-1,719
| -20% | -$469K | 0.22% | 74 |
|
|
2025
Q1 | $2.28M | Sell |
8,493
-502
| -6% | -$135K | 0.3% | 64 |
|
|
2024
Q4 | $3.01M | Sell |
8,995
-145
| -2% | -$48.5K | 0.38% | 55 |
|
|
2024
Q3 | $2.5M | Sell |
9,140
-624
| -6% | -$171K | 0.33% | 62 |
|
|
2024
Q2 | $2.51M | Buy |
9,764
+929
| +11% | +$239K | 0.34% | 61 |
|
|
2024
Q1 | $2.66M | Buy |
8,835
+837
| +10% | +$252K | 0.37% | 62 |
|
|
2023
Q4 | $2.1M | Sell |
7,998
-318
| -4% | -$83.7K | 0.31% | 68 |
|
|
2023
Q3 | $1.69M | Buy |
8,316
+702
| +9% | +$142K | 0.27% | 71 |
|
|
2023
Q2 | $1.61M | Buy |
7,614
+1,102
| +17% | +$233K | 0.26% | 71 |
|
|
2023
Q1 | $1.3M | Buy |
6,512
+269
| +4% | +$53.7K | 0.22% | 75 |
|
|
2022
Q4 | $828K | Sell |
6,243
-668
| -10% | -$88.6K | 0.15% | 95 |
|
|
2022
Q3 | $994K | Sell |
6,911
-587
| -8% | -$84.4K | 0.2% | 81 |
|
|
2022
Q2 | $1.24M | Sell |
7,498
-975
| -12% | -$161K | 0.23% | 74 |
|
|
2022
Q1 | $1.8M | Sell |
8,473
-720
| -8% | -$153K | 0.29% | 64 |
|
|
2021
Q4 | $2.34M | Buy |
9,193
+334
| +4% | +$84.9K | 0.34% | 61 |
|
|
2021
Q3 | $2.4M | Buy |
8,859
+1,859
| +27% | +$504K | 0.38% | 59 |
|
|
2021
Q2 | $1.71M | Buy |
7,000
+830
| +13% | +$203K | 0.27% | 70 |
|
|
2021
Q1 | $1.31M | Buy |
6,170
+2,167
| +54% | +$459K | 0.22% | 79 |
|
|
2020
Q4 | $891K | Buy |
4,003
+2,004
| +100% | +$446K | 0.16% | 93 |
|
|
2020
Q3 | $502K | Buy |
+1,999
| New | +$502K | 0.1% | 111 |
|