MCWA
Meadow Creek Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Sell |
3,128
-425
| -12% | -$116K | 0.58% | 36 |
|
|
2025
Q1 | $953K | Buy |
3,553
+144
| +4% | +$38.6K | 0.71% | 35 |
|
|
2024
Q4 | $1.14M | Buy |
3,409
+373
| +12% | +$125K | 0.82% | 28 |
|
|
2024
Q3 | $831K | Sell |
3,036
-62
| -2% | -$17K | 0.66% | 37 |
|
|
2024
Q2 | $796K | Sell |
3,098
-125
| -4% | -$32.1K | 0.75% | 34 |
|
|
2024
Q1 | $971K | Buy |
3,223
+146
| +5% | +$44K | 0.68% | 35 |
|
|
2023
Q4 | $810K | Buy |
+3,077
| New | +$810K | 0.79% | 29 |
|
|
2022
Q3 | $506K | Sell |
3,518
-44
| -1% | -$6.33K | 0.67% | 35 |
|
|
2022
Q2 | $588K | Sell |
3,562
-919
| -21% | -$152K | 0.72% | 24 |
|
|
2022
Q1 | $951K | Buy |
4,481
+563
| +14% | +$119K | 1.03% | 16 |
|
|
2021
Q4 | $996K | Buy |
+3,918
| New | +$996K | 0.94% | 19 |
|