PWA
Physician Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.6K | Buy |
358
+90
| +34% | +$24.5K | 0.02% | 267 |
|
|
2025
Q1 | $71.9K | Sell |
268
-155
| -37% | -$41.6K | 0.01% | 288 |
|
|
2024
Q4 | $141K | Buy |
+423
| New | +$141K | 0.02% | 216 |
|
|
2021
Q4 | – | Sell |
-868
| Closed | -$253K | – | 163 |
|
|
2021
Q3 | $253K | Buy |
+868
| New | +$253K | 0.07% | 135 |
|