WCAMG
Woodard & Company Asset Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,529
| Closed | -$679K | – | 140 |
|
|
2025
Q1 | $679K | Buy |
2,529
+198
| +8% | +$53.1K | 0.14% | 64 |
|
|
2024
Q4 | $779K | Buy |
+2,331
| New | +$779K | 0.17% | 57 |
|
|
2022
Q1 | – | Sell |
-3,167
| Closed | -$805K | – | 115 |
|
|
2021
Q4 | $805K | Buy |
3,167
+191
| +6% | +$48.5K | 0.38% | 44 |
|
|
2021
Q3 | $807K | Buy |
+2,976
| New | +$807K | 0.5% | 37 |
|