WF
Wayfinding Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
1,890
-70
| -4% | -$17.7K | 0.21% | 77 |
|
|
2025
Q1 | $526K | Buy |
1,960
+189
| +11% | +$50.7K | 0.23% | 70 |
|
|
2024
Q4 | $592K | Buy |
+1,771
| New | +$592K | 0.32% | 60 |
|
|
2024
Q3 | – | Sell |
-1,708
| Closed | -$439K | – | 58 |
|
|
2024
Q2 | $439K | Sell |
1,708
-56
| -3% | -$14.4K | 0.25% | 74 |
|
|
2024
Q1 | $492K | Buy |
1,764
+27
| +2% | +$7.53K | 0.29% | 71 |
|
|
2023
Q4 | $457K | Buy |
1,737
+225
| +15% | +$59.2K | 0.31% | 64 |
|
|
2023
Q3 | $308K | Sell |
1,512
-19
| -1% | -$3.87K | 0.23% | 73 |
|
|
2023
Q2 | $345K | Buy |
1,531
+28
| +2% | +$6.31K | 0.24% | 68 |
|
|
2023
Q1 | $300K | Sell |
1,503
-139
| -8% | -$27.7K | 0.23% | 76 |
|
|
2022
Q4 | $349K | Sell |
1,642
-82
| -5% | -$17.4K | 0.28% | 61 |
|
|
2022
Q3 | $248K | Sell |
1,724
-45
| -3% | -$6.47K | 0.23% | 70 |
|
|
2022
Q2 | $292K | Buy |
1,769
+48
| +3% | +$7.92K | 0.26% | 60 |
|
|
2022
Q1 | $292K | Buy |
1,721
+79
| +5% | +$13.4K | 0.24% | 65 |
|
|
2021
Q4 | $349K | Buy |
+1,642
| New | +$349K | 0.28% | 61 |
|