VWA
Valued Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Sell |
71
-2
| -3% | -$547 | 0.01% | 145 |
|
|
2025
Q1 | $19.6K | Buy |
73
+2
| +3% | +$537 | 0.01% | 155 |
|
|
2024
Q4 | $23.8K | Sell |
71
-22
| -24% | -$7.37K | 0.01% | 141 |
|
|
2024
Q3 | $25.5K | Buy |
93
+13
| +16% | +$3.56K | 0.02% | 126 |
|
|
2024
Q2 | $20.6K | Buy |
80
+6
| +8% | +$1.54K | 0.01% | 131 |
|
|
2024
Q1 | $22.3K | Buy |
74
+31
| +72% | +$9.35K | 0.02% | 116 |
|
|
2023
Q4 | $8.72K | Buy |
+43
| New | +$8.72K | 0.01% | 136 |
|