WESPAC Advisors SoCal’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,657
| Closed | -$800K | – | 92 |
|
|
2024
Q1 | $800K | Buy |
2,657
+290
| +12% | +$87.3K | 0.21% | 60 |
|
|
2023
Q4 | $623K | Buy |
2,367
+243
| +11% | +$63.9K | 0.18% | 66 |
|
|
2023
Q3 | $431K | Hold |
2,124
| – | – | 0.15% | 66 |
|
|
2023
Q2 | $449K | Sell |
2,124
-110
| -5% | -$23.2K | 0.15% | 68 |
|
|
2023
Q1 | $446K | Sell |
2,234
-135
| -6% | -$27K | 0.15% | 70 |
|
|
2022
Q4 | $314K | Sell |
2,369
-1,410
| -37% | -$187K | 0.12% | 77 |
|
|
2022
Q3 | $614K | Sell |
3,779
-110
| -3% | -$17.9K | 0.26% | 52 |
|
|
2022
Q2 | $642K | Sell |
3,889
-383
| -9% | -$63.2K | 0.25% | 54 |
|
|
2022
Q1 | $907K | Sell |
4,272
-82
| -2% | -$17.4K | 0.28% | 55 |
|
|
2021
Q4 | $1.01M | Sell |
4,354
-25
| -0.6% | -$5.81K | 0.31% | 49 |
|
|
2021
Q3 | $1.19M | Buy |
4,379
+273
| +7% | +$74.2K | 0.39% | 48 |
|
|
2021
Q2 | $1M | Buy |
4,106
+100
| +2% | +$24.4K | 0.33% | 51 |
|
|
2021
Q1 | $849K | Buy |
4,006
+10
| +0.3% | +$2.12K | 0.33% | 49 |
|
|
2020
Q4 | $889K | Buy |
3,996
+65
| +2% | +$14.5K | 0.35% | 43 |
|
|
2020
Q3 | $1.05M | Sell |
3,931
-230
| -6% | -$61.2K | 0.5% | 36 |
|
|
2020
Q2 | $828K | Buy |
4,161
+150
| +4% | +$29.8K | 0.38% | 42 |
|
|
2020
Q1 | $652K | Sell |
4,011
-327
| -8% | -$53.2K | 0.36% | 42 |
|
|
2019
Q4 | $706K | Sell |
4,338
-198
| -4% | -$32.2K | 0.34% | 47 |
|
|
2019
Q3 | $673K | Sell |
4,536
-125
| -3% | -$18.5K | 0.33% | 48 |
|
|
2019
Q2 | $707K | Buy |
4,661
+200
| +4% | +$30.3K | 0.38% | 46 |
|
|
2019
Q1 | $706K | Buy |
4,461
+4,305
| +2,760% | +$681K | 0.39% | 44 |
|
|
2018
Q4 | $21K | Buy |
+156
| New | +$21K | 0.01% | 171 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$14.8K | – | 285 |
|
|
2016
Q1 | $14.8K | Hold |
200
| – | – | 0.01% | 172 |
|
|
2015
Q4 | $15K | Buy |
+200
| New | +$15K | 0.01% | 171 |
|