OWA
Octavia Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
4,146
-20
| -0.5% | -$5.46K | 0.13% | 67 |
|
|
2025
Q1 | $1.12M | Buy |
4,166
+27
| +0.7% | +$7.25K | 0.14% | 66 |
|
|
2024
Q4 | $1.39M | Sell |
4,139
-57
| -1% | -$19.1K | 0.17% | 60 |
|
|
2024
Q3 | $1.15M | Buy |
4,196
+148
| +4% | +$40.6K | 0.14% | 68 |
|
|
2024
Q2 | $1.04M | Buy |
4,048
+243
| +6% | +$62.5K | 0.14% | 72 |
|
|
2024
Q1 | $1.15M | Sell |
3,805
-1,066
| -22% | -$321K | 0.17% | 69 |
|
|
2023
Q4 | $1.28M | Sell |
4,871
-99
| -2% | -$26.1K | 0.23% | 63 |
|
|
2023
Q3 | $1.01M | Buy |
4,970
+101
| +2% | +$20.5K | 0.2% | 64 |
|
|
2023
Q2 | $1.03M | Buy |
4,869
+676
| +16% | +$143K | 0.21% | 65 |
|
|
2023
Q1 | $838K | Buy |
4,193
+77
| +2% | +$15.4K | 0.19% | 66 |
|
|
2022
Q4 | $546K | Buy |
4,116
+15
| +0.4% | +$1.99K | 0.13% | 86 |
|
|
2022
Q3 | $590K | Buy |
4,101
+53
| +1% | +$7.63K | 0.16% | 80 |
|
|
2022
Q2 | $670K | Buy |
4,048
+602
| +17% | +$99.6K | 0.18% | 75 |
|
|
2022
Q1 | $732K | Sell |
3,446
-223
| -6% | -$47.4K | 0.16% | 76 |
|
|
2021
Q4 | $932K | Buy |
3,669
+673
| +22% | +$171K | 0.2% | 66 |
|
|
2021
Q3 | $812K | Sell |
2,996
-199
| -6% | -$53.9K | 0.21% | 66 |
|
|
2021
Q2 | $780K | Buy |
3,195
+390
| +14% | +$95.2K | 0.21% | 69 |
|
|
2021
Q1 | $594K | Buy |
+2,805
| New | +$594K | 0.18% | 80 |
|