TBWA
Three Bridge Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
+1,178
| New | +$321K | 0.08% | 84 |
|
|
2025
Q1 | – | Sell |
-611
| Closed | -$205K | – | 86 |
|
|
2024
Q4 | $205K | Buy |
+611
| New | +$205K | 0.07% | 91 |
|
|
2024
Q3 | – | Sell |
-1,056
| Closed | -$271K | – | 88 |
|
|
2024
Q2 | $271K | Hold |
1,056
| – | – | 0.11% | 73 |
|
|
2024
Q1 | $318K | Hold |
1,056
| – | – | 0.13% | 75 |
|
|
2023
Q4 | $278K | Hold |
1,056
| – | – | 0.1% | 77 |
|
|
2023
Q3 | $214K | Hold |
1,056
| – | – | 0.09% | 87 |
|
|
2023
Q2 | $223K | Hold |
1,056
| – | – | 0.09% | 85 |
|
|
2023
Q1 | $211K | Buy |
+1,056
| New | +$211K | 0.1% | 85 |
|