SVWAG
Sound View Wealth Advisors Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
5,876
-449
| -7% | -$122K | 0.12% | 142 |
|
|
2025
Q1 | $1.7M | Sell |
6,325
-1,019
| -14% | -$273K | 0.14% | 131 |
|
|
2024
Q4 | $2.46M | Sell |
7,344
-5,142
| -41% | -$1.72M | 0.2% | 105 |
|
|
2024
Q3 | $3.42M | Buy |
12,486
+2,577
| +26% | +$705K | 0.28% | 82 |
|
|
2024
Q2 | $2.55M | Buy |
9,909
+523
| +6% | +$134K | 0.26% | 85 |
|
|
2024
Q1 | $2.83M | Buy |
9,386
+1,519
| +19% | +$457K | 0.3% | 76 |
|
|
2023
Q4 | $2.07M | Buy |
7,867
+470
| +6% | +$124K | 0.23% | 107 |
|
|
2023
Q3 | $1.5M | Buy |
7,397
+7
| +0.1% | +$1.42K | 0.19% | 113 |
|
|
2023
Q2 | $1.56M | Sell |
7,390
-718
| -9% | -$152K | 0.2% | 107 |
|
|
2023
Q1 | $1.62M | Buy |
8,108
+241
| +3% | +$48.1K | 0.22% | 98 |
|
|
2022
Q4 | $2.07M | Sell |
7,867
-1,242
| -14% | -$327K | 0.23% | 107 |
|
|
2022
Q3 | $1.31M | Sell |
9,109
-157
| -2% | -$22.6K | 0.29% | 87 |
|
|
2022
Q2 | $1.53M | Buy |
9,266
+1,051
| +13% | +$173K | 0.32% | 79 |
|
|
2022
Q1 | $1.74M | Buy |
8,215
+3,061
| +59% | +$650K | 0.33% | 82 |
|
|
2021
Q4 | $1.31M | Buy |
5,154
+674
| +15% | +$171K | 0.25% | 100 |
|
|
2021
Q3 | $1.22M | Buy |
4,480
+313
| +8% | +$84.9K | 0.25% | 100 |
|
|
2021
Q2 | $1.02M | Buy |
4,167
+455
| +12% | +$111K | 0.21% | 114 |
|
|
2021
Q1 | $786K | Buy |
3,712
+527
| +17% | +$112K | 0.18% | 119 |
|
|
2020
Q4 | $709K | Sell |
3,185
-36
| -1% | -$8.01K | 0.17% | 123 |
|
|
2020
Q3 | $810K | Sell |
3,221
-207
| -6% | -$52.1K | 0.21% | 108 |
|
|
2020
Q2 | $642K | Buy |
3,428
+1,633
| +91% | +$306K | 0.18% | 116 |
|
|
2020
Q1 | $258K | Buy |
1,795
+29
| +2% | +$4.17K | 0.09% | 177 |
|
|
2019
Q4 | $287K | Buy |
1,766
+68
| +4% | +$11.1K | 0.08% | 196 |
|
|
2019
Q3 | $252K | Sell |
1,698
-42
| -2% | -$6.23K | 0.08% | 215 |
|
|
2019
Q2 | $264K | Buy |
+1,740
| New | +$264K | 0.08% | 212 |
|