TCWA
Turtle Creek Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
+3,245
| New | +$885K | 0.1% | 120 |
|
|
2024
Q4 | – | Sell |
-1,346
| Closed | -$368K | – | 95 |
|
|
2024
Q3 | $368K | Buy |
1,346
+230
| +21% | +$63K | 0.07% | 122 |
|
|
2024
Q2 | $287K | Buy |
1,116
+179
| +19% | +$46K | 0.07% | 125 |
|
|
2024
Q1 | $282K | Buy |
937
+22
| +2% | +$6.63K | 0.07% | 122 |
|
|
2023
Q4 | $241K | Buy |
+915
| New | +$241K | 0.07% | 134 |
|