WAOTB
Wealth Advisors of Tampa Bay’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
15,651
+200
| +1% | +$54.5K | 1.61% | 24 |
|
|
2025
Q1 | $4.15M | Buy |
15,451
+450
| +3% | +$121K | 1.69% | 22 |
|
|
2024
Q4 | $5.02M | Sell |
15,001
-3,053
| -17% | -$1.02M | 2.15% | 17 |
|
|
2024
Q3 | $4.94M | Sell |
18,054
-304
| -2% | -$83.2K | 2.06% | 14 |
|
|
2024
Q2 | $4.72M | Buy |
18,358
+155
| +0.9% | +$39.9K | 2.2% | 12 |
|
|
2024
Q1 | $5.48M | Sell |
18,203
-927
| -5% | -$279K | 2.6% | 7 |
|
|
2023
Q4 | $5.03M | Sell |
19,130
-17,800
| -48% | -$4.68M | 2.53% | 8 |
|
|
2023
Q3 | $7.49M | Buy |
36,930
+18,390
| +99% | +$3.73M | 2.06% | 16 |
|
|
2023
Q2 | $3.92M | Buy |
18,540
+23
| +0.1% | +$4.86K | 2.15% | 18 |
|
|
2023
Q1 | $3.7M | Buy |
18,517
+702
| +4% | +$140K | 2.12% | 16 |
|
|
2022
Q4 | $2.36M | Sell |
17,815
-298
| -2% | -$39.5K | 1.46% | 32 |
|
|
2022
Q3 | $2.61M | Sell |
18,113
-17,523
| -49% | -$2.52M | 1.79% | 25 |
|
|
2022
Q2 | $5.88M | Buy |
35,636
+5,830
| +20% | +$962K | 1.82% | 26 |
|
|
2022
Q1 | $6.33M | Buy |
29,806
+3,220
| +12% | +$684K | 1.71% | 26 |
|
|
2021
Q4 | $6.76M | Buy |
26,586
+13,434
| +102% | +$3.41M | 1.66% | 22 |
|
|
2021
Q3 | $3.57M | Sell |
13,152
-477
| -3% | -$129K | 1.97% | 14 |
|
|
2021
Q2 | $3.33M | Buy |
13,629
+412
| +3% | +$101K | 1.85% | 20 |
|
|
2021
Q1 | $2.8M | Buy |
13,217
+631
| +5% | +$134K | 1.66% | 24 |
|
|
2020
Q4 | $2.8M | Sell |
12,586
-1,463
| -10% | -$326K | 1.95% | 19 |
|
|
2020
Q3 | $3.53M | Sell |
14,049
-34
| -0.2% | -$8.55K | 2.62% | 6 |
|
|
2020
Q2 | $2.64M | Buy |
14,083
+2,347
| +20% | +$440K | 2.2% | 17 |
|
|
2020
Q1 | $1.69M | Sell |
11,736
-115
| -1% | -$16.6K | 1.89% | 22 |
|
|
2019
Q4 | $1.93M | Buy |
11,851
+629
| +6% | +$102K | 1.77% | 28 |
|
|
2019
Q3 | $1.67M | Sell |
11,222
-30
| -0.3% | -$4.45K | 1.38% | 36 |
|
|
2019
Q2 | $1.71M | Sell |
11,252
-1,873
| -14% | -$284K | 1.24% | 36 |
|
|
2019
Q1 | $2.08M | Buy |
13,125
+35
| +0.3% | +$5.54K | 1.51% | 30 |
|
|
2018
Q4 | $1.79M | Sell |
13,090
-135
| -1% | -$18.5K | 1.46% | 31 |
|
|
2018
Q3 | $2.1M | Sell |
13,225
-1,920
| -13% | -$305K | 1.47% | 33 |
|
|
2018
Q2 | $2.13M | Buy |
15,145
+245
| +2% | +$34.4K | 1.63% | 27 |
|
|
2018
Q1 | $1.73M | Buy |
14,900
+245
| +2% | +$28.5K | 1.25% | 35 |
|
|
2017
Q4 | $1.6M | Buy |
+14,655
| New | +$1.6M | 1.1% | 38 |
|