KLWA
Kelly Lawrence W & Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Sell |
11,676
-278
| -2% | -$75.8K | 0.83% | 28 |
|
|
2025
Q1 | $3.21M | Sell |
11,954
-280
| -2% | -$75.1K | 0.78% | 31 |
|
|
2024
Q4 | $4.09M | Buy |
12,234
+90
| +0.7% | +$30.1K | 0.95% | 27 |
|
|
2024
Q3 | $3.32M | Buy |
12,144
+1,949
| +19% | +$533K | 0.75% | 30 |
|
|
2024
Q2 | $2.62M | Buy |
10,195
+315
| +3% | +$81K | 0.6% | 34 |
|
|
2024
Q1 | $2.98M | Sell |
9,880
-595
| -6% | -$179K | 0.68% | 33 |
|
|
2023
Q4 | $2.76M | Hold |
10,475
| – | – | 0.66% | 35 |
|
|
2023
Q3 | $2.12M | Sell |
10,475
-300
| -3% | -$60.8K | 0.57% | 36 |
|
|
2023
Q2 | $2.34M | Sell |
10,775
-350
| -3% | -$75.9K | 0.6% | 35 |
|
|
2023
Q1 | $2.22M | Hold |
11,125
| – | – | 0.6% | 33 |
|
|
2022
Q4 | $1.48M | Sell |
11,125
-10,700
| -49% | -$1.42M | 0.42% | 38 |
|
|
2022
Q3 | $3.14M | Buy |
21,825
+4,325
| +25% | +$622K | 0.88% | 30 |
|
|
2022
Q2 | $2.89M | Buy |
17,500
+3,115
| +22% | +$514K | 0.79% | 32 |
|
|
2022
Q1 | $3.06M | Buy |
14,385
+1,250
| +10% | +$265K | 0.65% | 34 |
|
|
2021
Q4 | $3.34M | Sell |
13,135
-70
| -0.5% | -$17.8K | 0.66% | 33 |
|
|
2021
Q3 | $3.58M | Hold |
13,205
| – | – | 0.76% | 32 |
|
|
2021
Q2 | $3.23M | Buy |
13,205
+870
| +7% | +$213K | 0.69% | 34 |
|
|
2021
Q1 | $2.61M | Buy |
12,335
+8,835
| +252% | +$1.87M | 0.62% | 35 |
|
|
2020
Q4 | $779K | Sell |
3,500
-8,660
| -71% | -$1.93M | 0.31% | 37 |
|
|
2020
Q3 | $3.06M | Sell |
12,160
-41,050
| -77% | -$10.3M | 0.91% | 25 |
|
|
2020
Q2 | $9.97M | Sell |
53,210
-155
| -0.3% | -$29K | 2.06% | 21 |
|
|
2020
Q1 | $7.68M | Sell |
53,365
-13,015
| -20% | -$1.87M | 1.87% | 23 |
|
|
2019
Q4 | $10.8M | Buy |
66,380
+4,700
| +8% | +$764K | 1.69% | 27 |
|
|
2019
Q3 | $9.16M | Buy |
61,680
+4,575
| +8% | +$679K | 1.53% | 27 |
|
|
2019
Q2 | $8.67M | Sell |
57,105
-450
| -0.8% | -$68.3K | 1.48% | 26 |
|
|
2019
Q1 | $9.12M | Hold |
57,555
| – | – | 1.65% | 26 |
|
|
2018
Q4 | $7.88M | Buy |
57,555
+80
| +0.1% | +$11K | 1.7% | 24 |
|
|
2018
Q3 | $9.14M | Buy |
57,475
+1,000
| +2% | +$159K | 1.5% | 29 |
|
|
2018
Q2 | $7.7M | Hold |
56,475
| – | – | 1.42% | 30 |
|
|
2018
Q1 | $6.57M | Buy |
56,475
+15,475
| +38% | +$1.8M | 1.24% | 32 |
|
|
2017
Q4 | $4.19M | Buy |
+41,000
| New | +$4.19M | 0.77% | 38 |
|