WWA
WCG Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Buy |
18,550
+3,214
| +21% | +$876K | 0.33% | 84 |
|
|
2025
Q1 | $4.12M | Sell |
15,336
-612
| -4% | -$164K | 0.31% | 89 |
|
|
2024
Q4 | $5.33M | Buy |
15,948
+618
| +4% | +$207K | 0.35% | 87 |
|
|
2024
Q3 | $4.2M | Sell |
15,330
-1,118
| -7% | -$306K | 0.28% | 96 |
|
|
2024
Q2 | $4.23M | Buy |
16,448
+5,020
| +44% | +$1.29M | 0.31% | 83 |
|
|
2024
Q1 | $3.44M | Sell |
11,428
-5,111
| -31% | -$1.54M | 0.29% | 80 |
|
|
2023
Q4 | $4.35M | Buy |
16,539
+622
| +4% | +$164K | 0.32% | 78 |
|
|
2023
Q3 | $3.27M | Buy |
15,917
+4,187
| +36% | +$859K | 0.24% | 93 |
|
|
2023
Q2 | $2.48M | Buy |
+11,730
| New | +$2.48M | 0.29% | 70 |
|
|
2022
Q4 | – | Sell |
-4,589
| Closed | -$730K | – | 178 |
|
|
2022
Q3 | $730K | Buy |
+4,589
| New | +$730K | 0.1% | 153 |
|