WCFA
Walkner Condon Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
2,266
+66
| +3% | +$18K | 0.11% | 133 |
|
|
2025
Q1 | $590K | Buy |
2,200
+67
| +3% | +$18K | 0.12% | 132 |
|
|
2024
Q4 | $713K | Buy |
2,133
+40
| +2% | +$13.4K | 0.14% | 118 |
|
|
2024
Q3 | $573K | Sell |
2,093
-1
| -0% | -$274 | 0.12% | 140 |
|
|
2024
Q2 | $538K | Sell |
2,094
-455
| -18% | -$117K | 0.12% | 139 |
|
|
2024
Q1 | $768K | Buy |
2,549
+48
| +2% | +$14.5K | 0.16% | 111 |
|
|
2023
Q4 | $658K | Sell |
2,501
-132
| -5% | -$34.7K | 0.15% | 123 |
|
|
2023
Q3 | $534K | Buy |
2,633
+74
| +3% | +$15K | 0.14% | 127 |
|
|
2023
Q2 | $541K | Sell |
2,559
-40
| -2% | -$8.45K | 0.14% | 122 |
|
|
2023
Q1 | $519K | Buy |
2,599
+51
| +2% | +$10.2K | 0.15% | 128 |
|
|
2022
Q4 | $338K | Sell |
2,548
-7
| -0.3% | -$928 | 0.1% | 154 |
|
|
2022
Q3 | $368K | Buy |
2,555
+21
| +0.8% | +$3.03K | 0.12% | 142 |
|
|
2022
Q2 | $418K | Buy |
2,534
+282
| +13% | +$46.5K | 0.13% | 136 |
|
|
2022
Q1 | $478K | Buy |
2,252
+79
| +4% | +$16.8K | 0.14% | 134 |
|
|
2021
Q4 | $552K | Sell |
2,173
-87
| -4% | -$22.1K | 0.36% | 65 |
|
|
2021
Q3 | $612K | Buy |
+2,260
| New | +$612K | 0.3% | 72 |
|