WA
Wealth Alliance’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Sell |
8,656
-193
| -2% | -$52.6K | 0.26% | 76 |
|
|
2025
Q1 | $2.37M | Buy |
8,849
+1,035
| +13% | +$278K | 0.29% | 70 |
|
|
2024
Q4 | $2.61M | Buy |
7,814
+198
| +3% | +$66.2K | 0.31% | 64 |
|
|
2024
Q3 | $2.08M | Sell |
7,616
-1,416
| -16% | -$388K | 0.25% | 76 |
|
|
2024
Q2 | $2.32M | Sell |
9,032
-2,325
| -20% | -$598K | 0.3% | 58 |
|
|
2024
Q1 | $3.42M | Sell |
11,357
-206
| -2% | -$62K | 0.45% | 35 |
|
|
2023
Q4 | $3.04M | Sell |
11,563
-788
| -6% | -$207K | 0.43% | 41 |
|
|
2023
Q3 | $2.5M | Sell |
12,351
-57
| -0.5% | -$11.6K | 0.4% | 52 |
|
|
2023
Q2 | $2.62M | Sell |
12,408
-98
| -0.8% | -$20.7K | 0.39% | 42 |
|
|
2023
Q1 | $2.5M | Buy |
12,506
+4,400
| +54% | +$879K | 0.4% | 42 |
|
|
2022
Q4 | $1.07M | Sell |
8,106
-4,220
| -34% | -$559K | 0.19% | 125 |
|
|
2022
Q3 | $1.77M | Sell |
12,326
-275
| -2% | -$39.6K | 0.35% | 53 |
|
|
2022
Q2 | $2.08M | Buy |
12,601
+5,758
| +84% | +$950K | 0.4% | 47 |
|
|
2022
Q1 | $1.45M | Buy |
6,843
+813
| +13% | +$173K | 0.3% | 71 |
|
|
2021
Q4 | $1.53M | Buy |
6,030
+246
| +4% | +$62.5K | 0.31% | 67 |
|
|
2021
Q3 | $1.57M | Buy |
5,784
+328
| +6% | +$89K | 0.35% | 59 |
|
|
2021
Q2 | $1.33M | Sell |
5,456
-196
| -3% | -$47.9K | 0.31% | 72 |
|
|
2021
Q1 | $1.2M | Buy |
5,652
+954
| +20% | +$202K | 0.34% | 69 |
|
|
2020
Q4 | $1.05M | Sell |
4,698
-146
| -3% | -$32.5K | 0.31% | 71 |
|
|
2020
Q3 | $1.22M | Sell |
4,844
-558
| -10% | -$140K | 0.44% | 54 |
|
|
2020
Q2 | $1.01M | Buy |
5,402
+1,442
| +36% | +$270K | 0.4% | 63 |
|
|
2020
Q1 | $570K | Buy |
+3,960
| New | +$570K | 0.31% | 96 |
|