VWA
Visionary Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
5,342
+1,137
| +27% | +$310K | 0.07% | 229 |
|
|
2025
Q1 | $1.13M | Buy |
4,205
+539
| +15% | +$145K | 0.07% | 242 |
|
|
2024
Q4 | $1.23M | Buy |
3,666
+427
| +13% | +$143K | 0.07% | 229 |
|
|
2024
Q3 | $887K | Buy |
3,239
+86
| +3% | +$23.5K | 0.05% | 268 |
|
|
2024
Q2 | $811K | Sell |
3,153
-48
| -1% | -$12.3K | 0.05% | 263 |
|
|
2024
Q1 | $964K | Sell |
3,201
-79
| -2% | -$23.8K | 0.07% | 238 |
|
|
2023
Q4 | $863K | Buy |
3,280
+102
| +3% | +$26.8K | 0.06% | 242 |
|
|
2023
Q3 | $644K | Sell |
3,178
-59
| -2% | -$12K | 0.05% | 259 |
|
|
2023
Q2 | $684K | Sell |
3,237
-61
| -2% | -$12.9K | 0.05% | 250 |
|
|
2023
Q1 | $659K | Buy |
3,298
+301
| +10% | +$60.1K | 0.06% | 247 |
|
|
2022
Q4 | $397K | Buy |
2,997
+416
| +16% | +$55.1K | 0.04% | 271 |
|
|
2022
Q3 | $371K | Sell |
2,581
-364
| -12% | -$52.3K | 0.04% | 262 |
|
|
2022
Q2 | $486K | Sell |
2,945
-237
| -7% | -$39.1K | 0.04% | 243 |
|
|
2022
Q1 | $676K | Buy |
3,182
+543
| +21% | +$115K | 0.05% | 213 |
|
|
2021
Q4 | $671K | Buy |
2,639
+717
| +37% | +$182K | 0.06% | 196 |
|
|
2021
Q3 | $521K | Sell |
1,922
-616
| -24% | -$167K | 0.05% | 183 |
|
|
2021
Q2 | $620K | Sell |
2,538
-84
| -3% | -$20.5K | 0.06% | 177 |
|
|
2021
Q1 | $556K | Buy |
2,622
+1,122
| +75% | +$238K | 0.06% | 187 |
|
|
2020
Q4 | $334K | Buy |
1,500
+431
| +40% | +$96K | 0.04% | 220 |
|
|
2020
Q3 | $269K | Buy |
+1,069
| New | +$269K | 0.04% | 203 |
|