TFA
Teamwork Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
4,801
+11
| +0.2% | +$3K | 0.15% | 82 |
|
|
2025
Q1 | $1.29M | Buy |
4,790
+3,582
| +297% | +$961K | 0.17% | 73 |
|
|
2024
Q4 | $404K | Sell |
1,208
-139
| -10% | -$46.5K | 0.05% | 118 |
|
|
2024
Q3 | $369K | Sell |
1,347
-8,027
| -86% | -$2.2M | 0.05% | 114 |
|
|
2024
Q2 | $2.41M | Buy |
9,374
+3,789
| +68% | +$974K | 0.36% | 49 |
|
|
2024
Q1 | $1.68M | Buy |
5,585
+991
| +22% | +$298K | 0.26% | 56 |
|
|
2023
Q4 | $1.21M | Sell |
4,594
-2,802
| -38% | -$737K | 0.21% | 57 |
|
|
2023
Q3 | $1.5M | Buy |
+7,396
| New | +$1.5M | 0.24% | 65 |
|
|
2022
Q2 | – | Sell |
-2,876
| Closed | -$611K | – | 216 |
|
|
2022
Q1 | $611K | Sell |
2,876
-1,729
| -38% | -$367K | 0.11% | 152 |
|
|
2021
Q4 | $1.17M | Sell |
4,605
-14
| -0.3% | -$3.56K | 0.21% | 101 |
|
|
2021
Q3 | $1.25M | Buy |
4,619
+148
| +3% | +$40.1K | 0.25% | 86 |
|
|
2021
Q2 | $1.09M | Sell |
4,471
-1,395
| -24% | -$341K | 0.22% | 87 |
|
|
2021
Q1 | $1.24M | Sell |
5,866
-715
| -11% | -$152K | 0.29% | 69 |
|
|
2020
Q4 | $1.46M | Buy |
6,581
+1,025
| +18% | +$228K | 0.35% | 52 |
|
|
2020
Q3 | $1.4M | Sell |
5,556
-2,732
| -33% | -$686K | 0.43% | 43 |
|
|
2020
Q2 | $1.55M | Buy |
8,288
+5,451
| +192% | +$1.02M | 0.56% | 40 |
|
|
2020
Q1 | $408K | Buy |
2,837
+914
| +48% | +$131K | 0.25% | 74 |
|
|
2019
Q4 | $313K | Buy |
+1,923
| New | +$313K | 0.19% | 90 |
|