WSTAM
Wilbanks Smith & Thomas Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $17.7M | Buy |
58,713
+184
| +0.3% | +$55.4K | 0.49% | 51 |
|
|
2023
Q4 | $15.4M | Buy |
58,529
+87
| +0.1% | +$22.9K | 0.47% | 52 |
|
|
2023
Q3 | $11.9M | Buy |
58,442
+486
| +0.8% | +$98.6K | 0.41% | 56 |
|
|
2023
Q2 | $12.2M | Sell |
57,956
-5,595
| -9% | -$1.18M | 0.4% | 61 |
|
|
2023
Q1 | $12.7M | Buy |
63,551
+5,747
| +10% | +$1.15M | 0.44% | 59 |
|
|
2022
Q4 | $7.66M | Sell |
57,804
-1,142
| -2% | -$151K | 0.29% | 78 |
|
|
2022
Q3 | $8.48M | Buy |
58,946
+3,364
| +6% | +$484K | 0.36% | 72 |
|
|
2022
Q2 | $9.17M | Buy |
55,582
+1,803
| +3% | +$298K | 0.39% | 66 |
|
|
2022
Q1 | $9.59M | Buy |
53,779
+5,937
| +12% | +$1.06M | 0.38% | 62 |
|
|
2021
Q4 | $12.2M | Buy |
47,842
+1,391
| +3% | +$353K | 0.42% | 59 |
|
|
2021
Q3 | $12.6M | Buy |
46,451
+1,095
| +2% | +$297K | 0.49% | 43 |
|
|
2021
Q2 | $11.1M | Buy |
45,356
+2,174
| +5% | +$531K | 0.43% | 56 |
|
|
2021
Q1 | $9.15M | Buy |
43,182
+2,662
| +7% | +$564K | 0.4% | 61 |
|
|
2020
Q4 | $9.02M | Buy |
40,520
+3,196
| +9% | +$711K | 0.43% | 58 |
|
|
2020
Q3 | $9.38M | Buy |
37,324
+936
| +3% | +$235K | 0.51% | 39 |
|
|
2020
Q2 | $6.82M | Buy |
36,388
+3,773
| +12% | +$707K | 0.41% | 50 |
|
|
2020
Q1 | $4.7M | Buy |
32,615
+3,193
| +11% | +$460K | 0.35% | 59 |
|
|
2019
Q4 | $4.79M | Buy |
29,422
+3,794
| +15% | +$617K | 0.28% | 76 |
|
|
2019
Q3 | $3.8M | Buy |
25,628
+1,271
| +5% | +$189K | 0.24% | 91 |
|
|
2019
Q2 | $3.7M | Buy |
+24,357
| New | +$3.7M | 0.24% | 93 |
|
|
2018
Q4 | – | Sell |
-747
| Closed | -$119K | – | 547 |
|
|
2018
Q3 | $119K | Buy |
+747
| New | +$119K | 0.01% | 502 |
|