WIA
Westbourne Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,388
| Closed | -$5.85M | – | 86 |
|
|
2024
Q3 | $5.85M | Buy |
21,388
+714
| +3% | +$195K | 2.05% | 19 |
|
|
2024
Q2 | $5.32M | Buy |
20,674
+234
| +1% | +$60.2K | 1.93% | 20 |
|
|
2024
Q1 | $6.16M | Sell |
20,440
-1,317
| -6% | -$397K | 2.27% | 14 |
|
|
2023
Q4 | $5.73M | Buy |
21,757
+885
| +4% | +$233K | 2.29% | 15 |
|
|
2023
Q3 | $4.23M | Buy |
20,872
+70
| +0.3% | +$14.2K | 1.95% | 20 |
|
|
2023
Q2 | $4.4M | Buy |
20,802
+19
| +0.1% | +$4.01K | 1.97% | 17 |
|
|
2023
Q1 | $4.15M | Buy |
20,783
+529
| +3% | +$106K | 2.01% | 19 |
|
|
2022
Q4 | $2.69M | Buy |
20,254
+551
| +3% | +$73K | 1.36% | 26 |
|
|
2022
Q3 | $2.83M | Buy |
19,703
+99
| +0.5% | +$14.2K | 1.5% | 24 |
|
|
2022
Q2 | $3.24M | Buy |
19,604
+5,861
| +43% | +$967K | 2.01% | 18 |
|
|
2022
Q1 | $2.92M | Buy |
13,743
+12,943
| +1,618% | +$2.75M | 1.21% | 27 |
|
|
2021
Q4 | $203K | Buy |
+800
| New | +$203K | 0.08% | 99 |
|