RPWA
Regent Peak Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $641K | Sell |
2,390
-57
| -2% | -$15.3K | 0.15% | 69 |
|
|
2024
Q4 | $818K | Buy |
2,447
+84
| +4% | +$28.1K | 0.18% | 58 |
|
|
2024
Q3 | $647K | Buy |
2,363
+96
| +4% | +$26.3K | 0.15% | 75 |
|
|
2024
Q2 | $583K | Sell |
2,267
-14
| -0.6% | -$3.6K | 0.13% | 81 |
|
|
2024
Q1 | $687K | Sell |
2,281
-94
| -4% | -$28.3K | 0.17% | 73 |
|
|
2023
Q4 | $625K | Sell |
2,375
-6
| -0.3% | -$1.58K | 0.17% | 74 |
|
|
2023
Q3 | $483K | Buy |
2,381
+50
| +2% | +$10.1K | 0.15% | 78 |
|
|
2023
Q2 | $492K | Sell |
2,331
-44
| -2% | -$9.3K | 0.14% | 79 |
|
|
2023
Q1 | $474K | Buy |
2,375
+436
| +22% | +$87.1K | 0.15% | 78 |
|
|
2022
Q4 | $259K | Sell |
1,939
-115
| -6% | -$15.4K | 0.08% | 126 |
|
|
2022
Q3 | $295K | Sell |
2,054
-250
| -11% | -$35.9K | 0.1% | 113 |
|
|
2022
Q2 | $380K | Buy |
2,304
+200
| +10% | +$33K | 0.12% | 100 |
|
|
2022
Q1 | $447K | Buy |
2,104
+18
| +0.9% | +$3.82K | 0.13% | 95 |
|
|
2021
Q4 | $530K | Buy |
2,086
+222
| +12% | +$56.4K | 0.14% | 90 |
|
|
2021
Q3 | $506K | Sell |
1,864
-5
| -0.3% | -$1.36K | 0.14% | 90 |
|
|
2021
Q2 | $452K | Buy |
1,869
+16
| +0.9% | +$3.87K | 0.13% | 98 |
|
|
2021
Q1 | $392K | Sell |
1,853
-148
| -7% | -$31.3K | 0.13% | 99 |
|
|
2020
Q4 | $445K | Buy |
2,001
+322
| +19% | +$71.6K | 0.15% | 88 |
|
|
2020
Q3 | $422K | Buy |
1,679
+160
| +11% | +$40.2K | 0.18% | 79 |
|
|
2020
Q2 | $285K | Sell |
1,519
-75
| -5% | -$14.1K | 0.13% | 96 |
|
|
2020
Q1 | $229K | Sell |
1,594
-97
| -6% | -$13.9K | 0.13% | 98 |
|
|
2019
Q4 | $275K | Buy |
+1,691
| New | +$275K | 0.13% | 101 |
|