LWA
Lineweaver Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
6,438
-56
| -0.9% | -$15.3K | 0.28% | 75 |
|
|
2025
Q1 | $1.75M | Sell |
6,494
-1,117
| -15% | -$300K | 0.3% | 68 |
|
|
2024
Q4 | $2.55M | Buy |
7,611
+597
| +9% | +$200K | 0.47% | 46 |
|
|
2024
Q3 | $1.92M | Buy |
7,014
+575
| +9% | +$158K | 0.37% | 51 |
|
|
2024
Q2 | $1.66M | Buy |
6,439
+736
| +13% | +$189K | 0.34% | 57 |
|
|
2024
Q1 | $1.72M | Sell |
5,703
-128
| -2% | -$38.6K | 0.41% | 49 |
|
|
2023
Q4 | $1.53M | Buy |
5,831
+2,662
| +84% | +$700K | 0.4% | 53 |
|
|
2023
Q3 | $643K | Buy |
3,169
+1,443
| +84% | +$293K | 0.19% | 81 |
|
|
2023
Q2 | $365K | Sell |
1,726
-101
| -6% | -$21.3K | 0.1% | 95 |
|
|
2023
Q1 | $365K | Sell |
1,827
-176
| -9% | -$35.2K | 0.11% | 98 |
|
|
2022
Q4 | $266K | Buy |
2,003
+384
| +24% | +$50.9K | 0.08% | 108 |
|
|
2022
Q3 | $236K | Sell |
1,619
-3,317
| -67% | -$484K | 0.08% | 117 |
|
|
2022
Q2 | $814K | Sell |
4,936
-107
| -2% | -$17.6K | 0.27% | 64 |
|
|
2022
Q1 | $1.07M | Buy |
5,043
+524
| +12% | +$111K | 0.31% | 56 |
|
|
2021
Q4 | $1.15M | Buy |
4,519
+418
| +10% | +$106K | 0.33% | 50 |
|
|
2021
Q3 | $1.11M | Buy |
4,101
+147
| +4% | +$39.9K | 0.34% | 48 |
|
|
2021
Q2 | $965K | Buy |
3,954
+181
| +5% | +$44.2K | 0.32% | 48 |
|
|
2021
Q1 | $799K | Buy |
3,773
+963
| +34% | +$204K | 0.28% | 50 |
|
|
2020
Q4 | $625K | Buy |
2,810
+1,243
| +79% | +$276K | 0.25% | 48 |
|
|
2020
Q3 | $393K | Buy |
1,567
+168
| +12% | +$42.1K | 0.18% | 60 |
|
|
2020
Q2 | $262K | Buy |
+1,399
| New | +$262K | 0.13% | 69 |
|