WAS
Winch Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Sell |
12,901
-167
| -1% | -$45.5K | 0.86% | 22 |
|
|
2025
Q1 | $3.51M | Buy |
13,068
+98
| +0.8% | +$26.3K | 0.93% | 22 |
|
|
2024
Q4 | $4.34M | Buy |
12,970
+163
| +1% | +$54.5K | 1.13% | 19 |
|
|
2024
Q3 | $3.51M | Sell |
12,807
-82
| -0.6% | -$22.4K | 0.97% | 22 |
|
|
2024
Q2 | $3.31M | Buy |
12,889
+327
| +3% | +$84.1K | 0.95% | 22 |
|
|
2024
Q1 | $3.78M | Buy |
12,562
+16
| +0.1% | +$4.82K | 1.16% | 17 |
|
|
2023
Q4 | $3.3M | Buy |
12,546
+118
| +0.9% | +$31.1K | 1.09% | 20 |
|
|
2023
Q3 | $2.52M | Sell |
12,428
-195
| -2% | -$39.5K | 0.92% | 20 |
|
|
2023
Q2 | $2.67M | Sell |
12,623
-280
| -2% | -$59.2K | 0.96% | 21 |
|
|
2023
Q1 | $2.58M | Sell |
12,903
-166
| -1% | -$33.2K | 1% | 19 |
|
|
2022
Q4 | $1.73M | Sell |
13,069
-814
| -6% | -$108K | 0.74% | 24 |
|
|
2022
Q3 | $2M | Sell |
13,883
-270
| -2% | -$38.8K | 0.86% | 20 |
|
|
2022
Q2 | $2.34M | Sell |
14,153
-525
| -4% | -$86.7K | 0.95% | 19 |
|
|
2022
Q1 | $3.12M | Sell |
14,678
-769
| -5% | -$163K | 1.08% | 19 |
|
|
2021
Q4 | $3.93M | Sell |
15,447
-10
| -0.1% | -$2.54K | 1.3% | 20 |
|
|
2021
Q3 | $4.19M | Buy |
15,457
+411
| +3% | +$111K | 1.46% | 20 |
|
|
2021
Q2 | $3.68M | Buy |
15,046
+61
| +0.4% | +$14.9K | 1.32% | 22 |
|
|
2021
Q1 | $3.18M | Buy |
14,985
+863
| +6% | +$183K | 1.27% | 22 |
|
|
2020
Q4 | $3.14M | Buy |
14,122
+117
| +0.8% | +$26K | 1.31% | 21 |
|
|
2020
Q3 | $3.52M | Sell |
14,005
-61
| -0.4% | -$15.3K | 1.49% | 17 |
|
|
2020
Q2 | $2.64M | Sell |
14,066
-366
| -3% | -$68.6K | 1.25% | 19 |
|
|
2020
Q1 | $2.08M | Sell |
14,432
-8,942
| -38% | -$1.29M | 1.03% | 17 |
|
|
2019
Q4 | $3.8M | Sell |
23,374
-587
| -2% | -$95.5K | 1.8% | 16 |
|
|
2019
Q3 | $3.56M | Buy |
23,961
+147
| +0.6% | +$21.8K | 1.85% | 14 |
|
|
2019
Q2 | $3.61M | Buy |
23,814
+1,171
| +5% | +$178K | 1.88% | 16 |
|
|
2019
Q1 | $3.59M | Buy |
22,643
+856
| +4% | +$136K | 1.98% | 16 |
|
|
2018
Q4 | $2.98M | Buy |
21,787
+614
| +3% | +$84.1K | 1.66% | 19 |
|
|
2018
Q3 | $3.37M | Buy |
21,173
+1,821
| +9% | +$290K | 1.69% | 22 |
|
|
2018
Q2 | $2.64M | Buy |
+19,352
| New | +$2.64M | 1.42% | 25 |
|
|
2016
Q2 | – | Sell |
-25,483
| Closed | -$1.88M | – | 266 |
|
|
2016
Q1 | $1.88M | Sell |
25,483
-37,101
| -59% | -$2.74M | 3.03% | 12 |
|
|
2015
Q4 | $4.91M | Buy |
62,584
+41,938
| +203% | +$3.29M | 5.56% | 8 |
|
|
2015
Q3 | $1.43M | Buy |
20,646
+311
| +2% | +$21.6K | 2.09% | 13 |
|
|
2015
Q2 | $1.42M | Buy |
+20,335
| New | +$1.42M | 0.77% | 35 |
|
|
2014
Q3 | – | Sell |
-30,143
| Closed | -$1.75M | – | 236 |
|
|
2014
Q2 | $1.75M | Buy |
+30,143
| New | +$1.75M | 1.03% | 31 |
|