Wealthcare Advisory Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
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|
2025
Q1 | $2.26M | Sell |
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|
2024
Q4 | $2.95M | Sell |
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|
2024
Q3 | $2.57M | Sell |
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|
2024
Q2 | $2.6M | Buy |
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|
2024
Q1 | $2.04M | Buy |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $898K | Sell |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $355K | Buy |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | $57K | Buy |
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|
2019
Q4 | $52K | Hold |
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|
2019
Q3 | $48K | Sell |
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|
2019
Q2 | $53K | Buy |
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|
2019
Q1 | $51K | Buy |
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|
2018
Q4 | $35K | Sell |
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|
2018
Q3 | $49K | Hold |
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|
2018
Q2 | $42K | Buy |
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|
2018
Q1 | $28K | Sell |
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|
2017
Q4 | $25K | Buy |
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|
2017
Q3 | $22K | Buy |
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