SWA
SFMG Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32M | Buy |
23,160
+191
| +0.8% | +$52.1K | 0.47% | 33 |
|
|
2025
Q1 | $6.16M | Buy |
22,969
+4
| +0% | +$1.07K | 0.49% | 28 |
|
|
2024
Q4 | $7.68M | Sell |
22,965
-383
| -2% | -$128K | 0.61% | 24 |
|
|
2024
Q3 | $6.39M | Buy |
23,348
+84
| +0.4% | +$23K | 0.52% | 24 |
|
|
2024
Q2 | $5.98M | Buy |
23,264
+4,635
| +25% | +$1.19M | 0.52% | 24 |
|
|
2024
Q1 | $5.61M | Sell |
18,629
-1
| -0% | -$301 | 0.48% | 28 |
|
|
2023
Q4 | $4.9M | Buy |
18,630
+324
| +2% | +$85.3K | 0.45% | 30 |
|
|
2023
Q3 | $3.71M | Buy |
18,306
+1,171
| +7% | +$237K | 0.38% | 34 |
|
|
2023
Q2 | $3.62M | Buy |
17,135
+617
| +4% | +$130K | 0.37% | 35 |
|
|
2023
Q1 | $3.3M | Buy |
16,518
+3,099
| +23% | +$619K | 0.36% | 39 |
|
|
2022
Q4 | $1.78M | Sell |
13,419
-2,040
| -13% | -$270K | 0.2% | 67 |
|
|
2022
Q3 | $2.2M | Buy |
15,459
+2,486
| +19% | +$354K | 0.26% | 55 |
|
|
2022
Q2 | $2.14M | Buy |
12,973
+629
| +5% | +$104K | 0.25% | 55 |
|
|
2022
Q1 | $2.62M | Buy |
12,344
+1,893
| +18% | +$402K | 0.26% | 52 |
|
|
2021
Q4 | $2.66M | Buy |
10,451
+7,317
| +233% | +$1.86M | 0.26% | 52 |
|
|
2021
Q3 | $850K | Sell |
3,134
-132
| -4% | -$35.8K | 0.09% | 98 |
|
|
2021
Q2 | $798K | Buy |
3,266
+253
| +8% | +$61.8K | 0.09% | 101 |
|
|
2021
Q1 | $638K | Buy |
3,013
+1,323
| +78% | +$280K | 0.07% | 115 |
|
|
2020
Q4 | $376K | Buy |
+1,690
| New | +$376K | 0.05% | 150 |
|