LWA
Lowe Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.54K | Hold |
35
| – | – | ﹤0.01% | 254 |
|
|
2025
Q1 | $9.39K | Hold |
35
| – | – | ﹤0.01% | 254 |
|
|
2024
Q4 | $11.7K | Buy |
35
+17
| +94% | +$5.68K | 0.01% | 219 |
|
|
2024
Q3 | $4.93K | Hold |
18
| – | – | ﹤0.01% | 257 |
|
|
2024
Q2 | $4.63K | Hold |
18
| – | – | ﹤0.01% | 252 |
|
|
2024
Q1 | $5.42K | Hold |
18
| – | – | ﹤0.01% | 245 |
|
|
2023
Q4 | $4.74K | Hold |
18
| – | – | ﹤0.01% | 253 |
|
|
2023
Q3 | $3.65K | Hold |
18
| – | – | ﹤0.01% | 249 |
|
|
2023
Q2 | $3.8K | Hold |
18
| – | – | ﹤0.01% | 278 |
|
|
2023
Q1 | $3.6K | Hold |
18
| – | – | ﹤0.01% | 270 |
|
|
2022
Q4 | $2.39K | Hold |
18
| – | – | ﹤0.01% | 296 |
|
|
2022
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 270 |
|
|
2022
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 258 |
|
|
2022
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 254 |
|
|
2021
Q4 | $5K | Hold |
18
| – | – | ﹤0.01% | 228 |
|
|
2021
Q3 | $5K | Buy |
18
+10
| +125% | +$2.78K | ﹤0.01% | 218 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 247 |
|
|
2021
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 245 |
|
|
2020
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 238 |
|
|
2020
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 229 |
|
|
2020
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 242 |
|
|
2020
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 263 |
|
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 266 |
|
|
2019
Q3 | $1K | Sell |
8
-8
| -50% | -$1K | ﹤0.01% | 255 |
|
|
2019
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 250 |
|
|
2019
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 220 |
|
|
2018
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 210 |
|
|
2018
Q3 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 226 |
|