WOSD
WFA of San Diego’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27K | Buy |
+12
| New | +$3.27K | ﹤0.01% | 378 |
|
|
2024
Q3 | $4.65K | Hold |
17
| – | – | ﹤0.01% | 321 |
|
|
2024
Q2 | $4.37K | Buy |
+17
| New | +$4.37K | ﹤0.01% | 322 |
|
|
2023
Q3 | $2.43K | Hold |
12
| – | – | ﹤0.01% | 340 |
|
|
2023
Q2 | $2.54K | Buy |
+12
| New | +$2.54K | ﹤0.01% | 338 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$1K | – | 142 |
|
|
2022
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 369 |
|
|
2022
Q1 | – | Sell |
-525
| Closed | -$133K | – | 99 |
|
|
2021
Q4 | $133K | Buy |
+525
| New | +$133K | 0.08% | 142 |
|
|
2020
Q3 | – | Sell |
-1,222
| Closed | -$222K | – | 102 |
|
|
2020
Q2 | $222K | Buy |
+1,222
| New | +$222K | 0.05% | 236 |
|