Wealthcare Advisory Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
11,036
+2,602
| +31% | +$710K | 0.07% | 242 |
|
|
2025
Q1 | $2.26M | Sell |
8,434
-376
| -4% | -$101K | 0.06% | 261 |
|
|
2024
Q4 | $2.95M | Sell |
8,810
-579
| -6% | -$194K | 0.08% | 205 |
|
|
2024
Q3 | $2.57M | Sell |
9,389
-728
| -7% | -$199K | 0.07% | 229 |
|
|
2024
Q2 | $2.6M | Buy |
10,117
+3,354
| +50% | +$862K | 0.08% | 205 |
|
|
2024
Q1 | $2.04M | Buy |
6,763
+228
| +3% | +$68.7K | 0.07% | 228 |
|
|
2023
Q4 | $1.72M | Sell |
6,535
-305
| -4% | -$80.3K | 0.07% | 223 |
|
|
2023
Q3 | $1.39M | Sell |
6,840
-17
| -0.2% | -$3.45K | 0.06% | 226 |
|
|
2023
Q2 | $1.45M | Sell |
6,857
-28
| -0.4% | -$5.92K | 0.06% | 225 |
|
|
2023
Q1 | $1.38M | Buy |
6,885
+112
| +2% | +$22.4K | 0.06% | 238 |
|
|
2022
Q4 | $898K | Sell |
6,773
-216
| -3% | -$28.6K | 0.04% | 296 |
|
|
2022
Q3 | $1.01M | Buy |
6,989
+423
| +6% | +$60.8K | 0.06% | 233 |
|
|
2022
Q2 | $1.08M | Buy |
6,566
+771
| +13% | +$127K | 0.07% | 196 |
|
|
2022
Q1 | $1.23M | Buy |
5,795
+398
| +7% | +$84.5K | 0.07% | 156 |
|
|
2021
Q4 | $1.37M | Sell |
5,397
-211
| -4% | -$53.6K | 0.08% | 151 |
|
|
2021
Q3 | $1.52M | Buy |
5,608
+212
| +4% | +$57.5K | 0.1% | 131 |
|
|
2021
Q2 | $1.32M | Buy |
5,396
+226
| +4% | +$55.2K | 0.09% | 153 |
|
|
2021
Q1 | $1.1M | Buy |
5,170
+3,590
| +227% | +$760K | 0.08% | 165 |
|
|
2020
Q4 | $352K | Buy |
1,580
+168
| +12% | +$37.4K | 0.03% | 297 |
|
|
2020
Q3 | $355K | Buy |
1,412
+295
| +26% | +$74.2K | 0.04% | 252 |
|
|
2020
Q2 | $209K | Buy |
1,117
+721
| +182% | +$135K | 0.03% | 293 |
|
|
2020
Q1 | $57K | Buy |
396
+74
| +23% | +$10.7K | 0.01% | 482 |
|
|
2019
Q4 | $52K | Hold |
322
| – | – | 0.01% | 534 |
|
|
2019
Q3 | $48K | Sell |
322
-30
| -9% | -$4.47K | 0.01% | 541 |
|
|
2019
Q2 | $53K | Buy |
352
+30
| +9% | +$4.52K | 0.01% | 484 |
|
|
2019
Q1 | $51K | Buy |
322
+64
| +25% | +$10.1K | 0.01% | 456 |
|
|
2018
Q4 | $35K | Sell |
258
-50
| -16% | -$6.78K | 0.01% | 504 |
|
|
2018
Q3 | $49K | Hold |
308
| – | – | 0.01% | 473 |
|
|
2018
Q2 | $42K | Buy |
308
+63
| +26% | +$8.59K | 0.01% | 496 |
|
|
2018
Q1 | $28K | Sell |
245
-2
| -0.8% | -$229 | 0.01% | 521 |
|
|
2017
Q4 | $25K | Buy |
247
+11
| +5% | +$1.11K | 0.01% | 491 |
|
|
2017
Q3 | $22K | Buy |
+236
| New | +$22K | 0.01% | 412 |
|