LW
Linscomb Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
16,492
+530
| +3% | +$145K | 0.21% | 101 |
|
|
2025
Q1 | $4.28M | Buy |
15,962
+90
| +0.6% | +$24.2K | 0.21% | 98 |
|
|
2024
Q4 | $5.31M | Buy |
15,872
+329
| +2% | +$110K | 0.26% | 89 |
|
|
2024
Q3 | $4.25M | Sell |
15,543
-515
| -3% | -$141K | 0.21% | 96 |
|
|
2024
Q2 | $4.13M | Buy |
16,058
+154
| +1% | +$39.6K | 0.21% | 96 |
|
|
2024
Q1 | $4.79M | Buy |
15,904
+23
| +0.1% | +$6.93K | 0.25% | 90 |
|
|
2023
Q4 | $4.18M | Sell |
15,881
-267
| -2% | -$70.3K | 0.23% | 93 |
|
|
2023
Q3 | $3.27M | Sell |
16,148
-580
| -3% | -$118K | 0.19% | 102 |
|
|
2023
Q2 | $3.53M | Sell |
16,728
-200
| -1% | -$42.3K | 0.19% | 100 |
|
|
2023
Q1 | $3.38M | Buy |
16,928
+47
| +0.3% | +$9.39K | 0.18% | 103 |
|
|
2022
Q4 | $2.24M | Buy |
16,881
+266
| +2% | +$35.3K | 0.11% | 133 |
|
|
2022
Q3 | $2.39M | Buy |
16,615
+446
| +3% | +$64.2K | 0.15% | 116 |
|
|
2022
Q2 | $2.67M | Sell |
16,169
-463
| -3% | -$76.4K | 0.15% | 110 |
|
|
2022
Q1 | $3.53M | Buy |
16,632
+398
| +2% | +$84.5K | 0.17% | 105 |
|
|
2021
Q4 | $4.13M | Buy |
16,234
+682
| +4% | +$173K | 0.2% | 95 |
|
|
2021
Q3 | $4.22M | Buy |
15,552
+1,337
| +9% | +$363K | 0.22% | 89 |
|
|
2021
Q2 | $3.47M | Buy |
14,215
+824
| +6% | +$201K | 0.18% | 99 |
|
|
2021
Q1 | $2.84M | Buy |
13,391
+307
| +2% | +$65K | 0.15% | 105 |
|
|
2020
Q4 | $2.91M | Buy |
13,084
+165
| +1% | +$36.7K | 0.17% | 99 |
|
|
2020
Q3 | $3.25M | Buy |
12,919
+293
| +2% | +$73.6K | 0.22% | 91 |
|
|
2020
Q2 | $2.37M | Buy |
12,626
+4,104
| +48% | +$769K | 0.17% | 93 |
|
|
2020
Q1 | $1.23M | Buy |
8,522
+1,670
| +24% | +$240K | 0.11% | 116 |
|
|
2019
Q4 | $1.11M | Buy |
6,852
+353
| +5% | +$57.4K | 0.07% | 194 |
|
|
2019
Q3 | $965K | Buy |
6,499
+441
| +7% | +$65.5K | 0.08% | 129 |
|
|
2019
Q2 | $919K | Sell |
6,058
-138
| -2% | -$20.9K | 0.08% | 130 |
|
|
2019
Q1 | $981K | Buy |
6,196
+93
| +2% | +$14.7K | 0.08% | 124 |
|
|
2018
Q4 | $836K | Buy |
6,103
+692
| +13% | +$94.8K | 0.08% | 128 |
|
|
2018
Q3 | $861K | Sell |
5,411
-46
| -0.8% | -$7.32K | 0.07% | 131 |
|
|
2018
Q2 | $744K | Buy |
5,457
+869
| +19% | +$118K | 0.06% | 136 |
|
|
2018
Q1 | $534K | Buy |
4,588
+354
| +8% | +$41.2K | 0.05% | 164 |
|
|
2017
Q4 | $433K | Sell |
4,234
-133
| -3% | -$13.6K | 0.04% | 191 |
|
|
2017
Q3 | $408K | Buy |
4,367
+180
| +4% | +$16.8K | 0.04% | 194 |
|
|
2017
Q2 | $363K | Buy |
4,187
+104
| +3% | +$9.02K | 0.03% | 192 |
|
|
2017
Q1 | $337K | Buy |
4,083
+290
| +8% | +$23.9K | 0.03% | 192 |
|
|
2016
Q4 | $260K | Buy |
+3,793
| New | +$260K | 0.02% | 222 |
|