TWA
TCI Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-819
| Closed | -$220K | – | 255 |
|
|
2025
Q1 | $220K | Sell |
819
-811
| -50% | -$218K | 0.02% | 215 |
|
|
2024
Q4 | $545K | Buy |
1,630
+18
| +1% | +$6.02K | 0.05% | 118 |
|
|
2024
Q3 | $441K | Buy |
1,612
+212
| +15% | +$58K | 0.04% | 145 |
|
|
2024
Q2 | $360K | Sell |
1,400
-106
| -7% | -$27.3K | 0.03% | 157 |
|
|
2024
Q1 | $454K | Buy |
1,506
+90
| +6% | +$27.1K | 0.04% | 127 |
|
|
2023
Q4 | $373K | Sell |
1,416
-24
| -2% | -$6.32K | 0.04% | 138 |
|
|
2023
Q3 | $292K | Buy |
1,440
+6
| +0.4% | +$1.22K | 0.04% | 156 |
|
|
2023
Q2 | $303K | Sell |
1,434
-27
| -2% | -$5.7K | 0.04% | 150 |
|
|
2023
Q1 | $292K | Sell |
1,461
-65
| -4% | -$13K | 0.04% | 152 |
|
|
2022
Q4 | $202K | Sell |
1,526
-300
| -16% | -$39.8K | 0.03% | 176 |
|
|
2022
Q3 | $263K | Buy |
1,826
+106
| +6% | +$15.3K | 0.04% | 134 |
|
|
2022
Q2 | $284K | Buy |
1,720
+150
| +10% | +$24.8K | 0.04% | 136 |
|
|
2022
Q1 | $334K | Buy |
1,570
+140
| +10% | +$29.8K | 0.05% | 134 |
|
|
2021
Q4 | $363K | Sell |
1,430
-29
| -2% | -$7.36K | 0.05% | 120 |
|
|
2021
Q3 | $396K | Sell |
1,459
-44
| -3% | -$11.9K | 0.06% | 115 |
|
|
2021
Q2 | $367K | Buy |
1,503
+52
| +4% | +$12.7K | 0.06% | 126 |
|
|
2021
Q1 | $307K | Buy |
1,451
+84
| +6% | +$17.8K | 0.13% | 120 |
|
|
2020
Q4 | $304K | Buy |
1,367
+46
| +3% | +$10.2K | 0.14% | 114 |
|
|
2020
Q3 | $332K | Sell |
1,321
-257
| -16% | -$64.6K | 0.13% | 104 |
|
|
2020
Q2 | $296K | Sell |
1,578
-47
| -3% | -$8.82K | 0.13% | 106 |
|
|
2020
Q1 | $234K | Buy |
1,625
+249
| +18% | +$35.9K | 0.12% | 121 |
|
|
2019
Q4 | $224K | Buy |
1,376
+187
| +16% | +$30.4K | 0.09% | 163 |
|
|
2019
Q3 | $176K | Hold |
1,189
| – | – | 0.08% | 158 |
|
|
2019
Q2 | $180K | Sell |
1,189
-41
| -3% | -$6.21K | 0.08% | 152 |
|
|
2019
Q1 | $195K | Sell |
1,230
-19
| -2% | -$3.01K | 0.09% | 147 |
|
|
2018
Q4 | $171K | Buy |
1,249
+17
| +1% | +$2.33K | 0.08% | 148 |
|
|
2018
Q3 | $196K | Buy |
1,232
+124
| +11% | +$19.7K | 0.08% | 146 |
|
|
2018
Q2 | $151K | Buy |
1,108
+213
| +24% | +$29K | 0.07% | 173 |
|
|
2018
Q1 | $104K | Hold |
895
| – | – | 0.05% | 212 |
|
|
2017
Q4 | $91K | Hold |
895
| – | – | 0.04% | 242 |
|
|
2017
Q3 | $84K | Sell |
895
-91
| -9% | -$8.54K | 0.04% | 233 |
|
|
2017
Q2 | $85K | Buy |
986
+91
| +10% | +$7.85K | 0.04% | 221 |
|
|
2017
Q1 | $74K | Sell |
895
-52
| -5% | -$4.3K | 0.04% | 249 |
|
|
2016
Q4 | $65K | Buy |
947
+40
| +4% | +$2.75K | 0.03% | 290 |
|
|
2016
Q3 | $65K | Sell |
907
-17
| -2% | -$1.22K | 0.04% | 266 |
|
|
2016
Q2 | $73K | Hold |
924
| – | – | 0.04% | 250 |
|
|
2016
Q1 | $68K | Sell |
924
-9
| -1% | -$662 | 0.04% | 252 |
|
|
2015
Q4 | $73K | Buy |
933
+768
| +465% | +$60.1K | 0.04% | 245 |
|
|
2015
Q3 | $11K | Buy |
165
+7
| +4% | +$467 | 0.01% | 490 |
|
|
2015
Q2 | $11K | Buy |
158
+9
| +6% | +$627 | 0.01% | 500 |
|
|
2015
Q1 | $10K | Buy |
149
+8
| +6% | +$537 | 0.01% | 455 |
|
|
2014
Q4 | $8K | Buy |
141
+13
| +10% | +$738 | ﹤0.01% | 482 |
|
|
2014
Q3 | $7K | Hold |
128
| – | – | ﹤0.01% | 495 |
|
|
2014
Q2 | $7K | Hold |
128
| – | – | ﹤0.01% | 518 |
|
|
2014
Q1 | $7K | Hold |
128
| – | – | ﹤0.01% | 475 |
|
|
2013
Q4 | $7K | Hold |
128
| – | – | ﹤0.01% | 479 |
|
|
2013
Q3 | $7K | Hold |
128
| – | – | 0.01% | 427 |
|
|
2013
Q2 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 442 |
|