PFWA
Paces Ferry Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $961K | Sell |
3,524
-764
| -18% | -$208K | 0.44% | 41 |
|
|
2025
Q1 | $1.15M | Buy |
4,288
+97
| +2% | +$26K | 0.57% | 34 |
|
|
2024
Q4 | $1.4M | Sell |
4,191
-173
| -4% | -$57.8K | 0.68% | 34 |
|
|
2024
Q3 | $1.19M | Sell |
4,364
-101
| -2% | -$27.6K | 0.69% | 33 |
|
|
2024
Q2 | $1.15M | Sell |
4,465
-90
| -2% | -$23.1K | 0.69% | 32 |
|
|
2024
Q1 | $1.37M | Sell |
4,555
-95
| -2% | -$28.6K | 0.88% | 30 |
|
|
2023
Q4 | $1.22M | Sell |
4,650
-47
| -1% | -$12.4K | 0.85% | 32 |
|
|
2023
Q3 | $952K | Sell |
4,697
-81
| -2% | -$16.4K | 0.75% | 34 |
|
|
2023
Q2 | $1.01M | Sell |
4,778
-147
| -3% | -$31.1K | 0.76% | 36 |
|
|
2023
Q1 | $984K | Buy |
4,925
+964
| +24% | +$193K | 0.79% | 33 |
|
|
2022
Q4 | $525K | Sell |
3,961
-1,476
| -27% | -$196K | 0.51% | 42 |
|
|
2022
Q3 | $782K | Sell |
5,437
-35
| -0.6% | -$5.03K | 0.85% | 31 |
|
|
2022
Q2 | $903K | Buy |
5,472
+12
| +0.2% | +$1.98K | 0.89% | 30 |
|
|
2022
Q1 | $1.16M | Sell |
5,460
-24
| -0.4% | -$5.1K | 0.92% | 27 |
|
|
2021
Q4 | $1.39M | Sell |
5,484
-79
| -1% | -$20.1K | 1% | 28 |
|
|
2021
Q3 | $1.51M | Sell |
5,563
-29
| -0.5% | -$7.87K | 1.2% | 25 |
|
|
2021
Q2 | $1.37M | Sell |
5,592
-39
| -0.7% | -$9.53K | 1.04% | 28 |
|
|
2021
Q1 | $1.19M | Sell |
5,631
-20
| -0.4% | -$4.24K | 1.04% | 27 |
|
|
2020
Q4 | $1.26M | Sell |
5,651
-166
| -3% | -$37K | 1.15% | 26 |
|
|
2020
Q3 | $1.46M | Buy |
+5,817
| New | +$1.46M | 1.27% | 20 |
|