WWP
Waypoint Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
1,745
-100
| -5% | -$27.3K | 0.12% | 48 |
|
|
2025
Q1 | $495K | Sell |
1,845
-125
| -6% | -$33.5K | 0.14% | 39 |
|
|
2024
Q4 | $659K | Buy |
1,970
+100
| +5% | +$33.4K | 0.18% | 36 |
|
|
2024
Q3 | $512K | Buy |
1,870
+325
| +21% | +$89K | 0.14% | 45 |
|
|
2024
Q2 | $397K | Sell |
1,545
-396
| -20% | -$102K | 0.12% | 48 |
|
|
2024
Q1 | $585K | Buy |
1,941
+70
| +4% | +$21.1K | 0.17% | 36 |
|
|
2023
Q4 | $492K | Buy |
1,871
+325
| +21% | +$85.5K | 0.15% | 39 |
|
|
2023
Q3 | $313K | Hold |
1,546
| – | – | 0.11% | 61 |
|
|
2023
Q2 | $327K | Hold |
1,546
| – | – | 0.11% | 53 |
|
|
2023
Q1 | $309K | Buy |
1,546
+1
| +0.1% | +$200 | 0.11% | 50 |
|
|
2022
Q4 | $205K | Hold |
1,545
| – | – | 0.08% | 58 |
|
|
2022
Q3 | $222K | Sell |
1,545
-8
| -0.5% | -$1.15K | 0.09% | 52 |
|
|
2022
Q2 | $256K | Hold |
1,553
| – | – | 0.1% | 49 |
|
|
2022
Q1 | $330K | Sell |
1,553
-163
| -9% | -$34.6K | 0.12% | 39 |
|
|
2021
Q4 | $436K | Buy |
1,716
+171
| +11% | +$43.4K | 0.15% | 35 |
|
|
2021
Q3 | $419K | Hold |
1,545
| – | – | 0.16% | 30 |
|
|
2021
Q2 | $377K | Sell |
1,545
-1,502
| -49% | -$367K | 0.15% | 27 |
|
|
2021
Q1 | $646K | Buy |
3,047
+1,502
| +97% | +$318K | 0.47% | 20 |
|
|
2020
Q4 | $344K | Buy |
+1,545
| New | +$344K | 0.27% | 26 |
|