SWA
Strata Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
1,354
-87
| -6% | -$23.7K | 0.1% | 58 |
|
|
2025
Q1 | $387K | Buy |
1,441
+53
| +4% | +$14.2K | 0.12% | 54 |
|
|
2024
Q4 | $464K | Buy |
1,388
+22
| +2% | +$7.36K | 0.15% | 52 |
|
|
2024
Q3 | $374K | Buy |
1,366
+129
| +10% | +$35.3K | 0.12% | 54 |
|
|
2024
Q2 | $318K | Sell |
1,237
-390
| -24% | -$100K | 0.11% | 58 |
|
|
2024
Q1 | $490K | Buy |
1,627
+392
| +32% | +$118K | 0.17% | 46 |
|
|
2023
Q4 | $325K | Sell |
1,235
-2
| -0.2% | -$526 | 0.13% | 54 |
|
|
2023
Q3 | $251K | Buy |
+1,237
| New | +$251K | 0.12% | 47 |
|
|
2023
Q1 | $652K | Hold |
3,265
| – | – | 0.34% | 26 |
|
|
2022
Q4 | $433K | Buy |
+3,265
| New | +$433K | 0.24% | 33 |
|