SWA
SOA Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
1,109
-138
| -11% | -$37.6K | 0.06% | 161 |
|
|
2025
Q1 | $335K | Sell |
1,247
-58
| -4% | -$15.6K | 0.07% | 140 |
|
|
2024
Q4 | $436K | Sell |
1,305
-30
| -2% | -$10K | 0.08% | 126 |
|
|
2024
Q3 | $365K | Sell |
1,335
-126
| -9% | -$34.5K | 0.07% | 132 |
|
|
2024
Q2 | $376K | Sell |
1,461
-456
| -24% | -$117K | 0.08% | 125 |
|
|
2024
Q1 | $577K | Buy |
1,917
+6
| +0.3% | +$1.81K | 0.12% | 92 |
|
|
2023
Q4 | $503K | Hold |
1,911
| – | – | 0.11% | 97 |
|
|
2023
Q3 | $388K | Sell |
1,911
-28
| -1% | -$5.68K | 0.1% | 113 |
|
|
2023
Q2 | $410K | Sell |
1,939
-215
| -10% | -$45.4K | 0.1% | 110 |
|
|
2023
Q1 | $430K | Sell |
2,154
-110
| -5% | -$22K | 0.11% | 102 |
|
|
2022
Q4 | $300K | Sell |
2,264
-31
| -1% | -$4.11K | 0.08% | 118 |
|
|
2022
Q3 | $330K | Buy |
2,295
+64
| +3% | +$9.2K | 0.1% | 105 |
|
|
2022
Q2 | $368K | Sell |
2,231
-164
| -7% | -$27.1K | 0.11% | 104 |
|
|
2022
Q1 | $508K | Sell |
2,395
-87
| -4% | -$18.5K | 0.12% | 96 |
|
|
2021
Q4 | $633K | Sell |
2,482
-149
| -6% | -$38K | 0.15% | 85 |
|
|
2021
Q3 | $713K | Buy |
2,631
+1
| +0% | +$271 | 0.18% | 78 |
|
|
2021
Q2 | $642K | Sell |
2,630
-815
| -24% | -$199K | 0.17% | 82 |
|
|
2021
Q1 | $729K | Buy |
3,445
+80
| +2% | +$16.9K | 0.2% | 73 |
|
|
2020
Q4 | $796K | Buy |
+3,365
| New | +$796K | 0.22% | 68 |
|