WAAG
Wealth Alliance Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
8,415
+3,161
| +60% | +$862K | 0.44% | 48 |
|
|
2025
Q1 | $1.41M | Buy |
5,254
+730
| +16% | +$196K | 0.29% | 66 |
|
|
2024
Q4 | $1.51M | Buy |
4,524
+1,059
| +31% | +$354K | 0.32% | 58 |
|
|
2024
Q3 | $948K | Sell |
3,465
-44
| -1% | -$12K | 0.2% | 78 |
|
|
2024
Q2 | $902K | Buy |
3,509
+874
| +33% | +$225K | 0.2% | 78 |
|
|
2024
Q1 | $794K | Buy |
2,635
+8
| +0.3% | +$2.41K | 0.18% | 76 |
|
|
2023
Q4 | $691K | Buy |
2,627
+569
| +28% | +$150K | 0.18% | 78 |
|
|
2023
Q3 | $417K | Buy |
2,058
+182
| +10% | +$36.9K | 0.12% | 107 |
|
|
2023
Q2 | $396K | Buy |
+1,876
| New | +$396K | 0.14% | 103 |
|