WCA
Westover Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Sell |
2,593
-1,799
| -41% | -$491K | 0.14% | 121 |
|
|
2025
Q1 | $1.18M | Buy |
4,392
+2,173
| +98% | +$583K | 0.26% | 86 |
|
|
2024
Q4 | $742K | Sell |
2,219
-4
| -0.2% | -$1.34K | 0.16% | 116 |
|
|
2024
Q3 | $608K | Sell |
2,223
-240
| -10% | -$65.7K | 0.12% | 127 |
|
|
2024
Q2 | $633K | Buy |
2,463
+1,581
| +179% | +$406K | 0.16% | 110 |
|
|
2024
Q1 | $266K | Buy |
882
+94
| +12% | +$28.3K | 0.08% | 157 |
|
|
2023
Q4 | $207K | Buy |
+788
| New | +$207K | 0.07% | 169 |
|
|
2022
Q2 | – | Sell |
-9,614
| Closed | -$2.04M | – | 166 |
|
|
2022
Q1 | $2.04M | Buy |
9,614
+1,887
| +24% | +$401K | 0.64% | 45 |
|
|
2021
Q4 | $1.96M | Buy |
7,727
+2,092
| +37% | +$532K | 0.57% | 54 |
|
|
2021
Q3 | $1.53M | Buy |
5,635
+2,036
| +57% | +$552K | 0.48% | 61 |
|
|
2021
Q2 | $879K | Sell |
3,599
-268
| -7% | -$65.5K | 0.28% | 77 |
|
|
2021
Q1 | $819K | Sell |
3,867
-101
| -3% | -$21.4K | 0.28% | 81 |
|
|
2020
Q4 | $883K | Sell |
3,968
-6
| -0.2% | -$1.34K | 0.32% | 73 |
|
|
2020
Q3 | $999K | Sell |
3,974
-421
| -10% | -$106K | 0.41% | 61 |
|
|
2020
Q2 | $823K | Sell |
4,395
-34
| -0.8% | -$6.37K | 0.39% | 70 |
|
|
2020
Q1 | $638K | Sell |
4,429
-130
| -3% | -$18.7K | 0.35% | 66 |
|
|
2019
Q4 | $741K | Sell |
4,559
-12
| -0.3% | -$1.95K | 0.33% | 69 |
|
|
2019
Q3 | $679K | Sell |
4,571
-68
| -1% | -$10.1K | 0.32% | 67 |
|
|
2019
Q2 | $704K | Sell |
4,639
-47
| -1% | -$7.13K | 0.35% | 65 |
|
|
2019
Q1 | $742K | Buy |
4,686
+2,999
| +178% | +$475K | 0.39% | 61 |
|
|
2018
Q4 | $231K | Sell |
1,687
-81
| -5% | -$11.1K | 0.14% | 99 |
|
|
2018
Q3 | $281K | Sell |
1,768
-393
| -18% | -$62.5K | 0.14% | 99 |
|
|
2018
Q2 | $295K | Sell |
2,161
-74
| -3% | -$10.1K | 0.16% | 92 |
|
|
2018
Q1 | $260K | Sell |
2,235
-42
| -2% | -$4.89K | 0.14% | 100 |
|
|
2017
Q4 | $233K | Sell |
2,277
-349
| -13% | -$35.7K | 0.13% | 110 |
|
|
2017
Q3 | $245K | Sell |
2,626
-85
| -3% | -$7.93K | 0.14% | 107 |
|
|
2017
Q2 | $235K | Sell |
2,711
-7
| -0.3% | -$607 | 0.15% | 106 |
|
|
2017
Q1 | $224K | Buy |
+2,718
| New | +$224K | 0.15% | 98 |
|