PFA
Pathway Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,621
| Closed | -$435K | – | 143 |
|
|
2025
Q1 | $435K | Hold |
1,621
| – | – | 0.08% | 102 |
|
|
2024
Q4 | $542K | Sell |
1,621
-13
| -0.8% | -$4.35K | 0.12% | 89 |
|
|
2024
Q3 | $447K | Buy |
1,634
+102
| +7% | +$27.9K | 0.11% | 96 |
|
|
2024
Q2 | $394K | Sell |
1,532
-23
| -1% | -$5.91K | 0.11% | 100 |
|
|
2024
Q1 | $468K | Buy |
1,555
+23
| +2% | +$6.93K | 0.13% | 93 |
|
|
2023
Q4 | $403K | Hold |
1,532
| – | – | 0.12% | 97 |
|
|
2023
Q3 | $311K | Hold |
1,532
| – | – | 0.11% | 97 |
|
|
2023
Q2 | $324K | Hold |
1,532
| – | – | 0.11% | 94 |
|
|
2023
Q1 | $306K | Hold |
1,532
| – | – | 0.1% | 92 |
|
|
2022
Q4 | $203K | Hold |
1,532
| – | – | 0.06% | 121 |
|
|
2022
Q3 | $220K | Sell |
1,532
-38
| -2% | -$5.46K | 0.08% | 120 |
|
|
2022
Q2 | $259K | Hold |
1,570
| – | – | 0.11% | 110 |
|
|
2022
Q1 | $333K | Buy |
1,570
+38
| +2% | +$8.06K | 0.12% | 94 |
|
|
2021
Q4 | $356K | Buy |
+1,532
| New | +$356K | 0.13% | 88 |
|
|
2021
Q1 | $343K | Hold |
1,532
| – | – | 0.14% | 84 |
|
|
2020
Q4 | $332K | Hold |
1,532
| – | – | 0.14% | 76 |
|
|
2020
Q3 | $388K | Hold |
1,532
| – | – | 0.15% | 57 |
|
|
2020
Q2 | $287K | Hold |
1,532
| – | – | 0.09% | 73 |
|
|
2020
Q1 | $206K | Hold |
1,532
| – | – | 0.07% | 92 |
|
|
2019
Q4 | $284K | Hold |
1,532
| – | – | 0.08% | 89 |
|
|
2019
Q3 | $247K | Hold |
1,532
| – | – | 0.07% | 86 |
|
|
2019
Q2 | $232K | Hold |
1,532
| – | – | 0.07% | 87 |
|
|
2019
Q1 | $243K | Hold |
1,532
| – | – | 0.08% | 84 |
|
|
2018
Q4 | $210K | Hold |
1,532
| – | – | 0.12% | 86 |
|
|
2018
Q3 | $223K | Hold |
1,532
| – | – | 0.12% | 84 |
|
|
2018
Q2 | $209K | Hold |
1,532
| – | – | 0.12% | 84 |
|
|
2018
Q1 | $178K | Hold |
1,532
| – | – | 0.1% | 94 |
|
|
2017
Q4 | $157K | Buy |
+1,532
| New | +$157K | 0.09% | 108 |
|