WAOI
Wealth Advisors of Iowa’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Hold |
3,040
| – | – | 0.31% | 37 |
|
|
2025
Q1 | $816K | Sell |
3,040
-12
| -0.4% | -$3.22K | 0.35% | 36 |
|
|
2024
Q4 | $1.02M | Buy |
3,052
+24
| +0.8% | +$8.02K | 0.51% | 26 |
|
|
2024
Q3 | $829K | Buy |
3,028
+4
| +0.1% | +$1.1K | 0.42% | 29 |
|
|
2024
Q2 | $778K | Buy |
3,024
+5
| +0.2% | +$1.29K | 0.43% | 16 |
|
|
2024
Q1 | $909K | Sell |
3,019
-1,825
| -38% | -$550K | 0.55% | 20 |
|
|
2023
Q4 | $1.27M | Hold |
4,844
| – | – | 0.86% | 17 |
|
|
2023
Q3 | $982K | Hold |
4,844
| – | – | 0.69% | 19 |
|
|
2023
Q2 | $1.02M | Sell |
4,844
-602
| -11% | -$127K | 0.74% | 16 |
|
|
2023
Q1 | $1.09M | Buy |
+5,446
| New | +$1.09M | 0.85% | 16 |
|