OHWA
Oak Hill Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
962
| – | – | 0.05% | 132 |
|
|
2025
Q1 | $258K | Hold |
962
| – | – | 0.06% | 121 |
|
|
2024
Q4 | $322K | Buy |
+962
| New | +$322K | 0.08% | 108 |
|
|
2024
Q3 | – | Sell |
-992
| Closed | -$255K | – | 33 |
|
|
2024
Q2 | $255K | Buy |
+992
| New | +$255K | 0.08% | 97 |
|
|
2024
Q1 | – | Sell |
-972
| Closed | -$256K | – | 24 |
|
|
2023
Q4 | $256K | Buy |
+972
| New | +$256K | 0.09% | 93 |
|
|
2023
Q3 | – | Sell |
-972
| Closed | -$205K | – | 105 |
|
|
2023
Q2 | $205K | Buy |
+972
| New | +$205K | 0.08% | 106 |
|