WF
WoodTrust Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
59,131
+1,559
| +3% | +$425K | 2.05% | 16 |
|
|
2025
Q1 | $15.5M | Buy |
57,572
+279
| +0.5% | +$74.9K | 2.16% | 14 |
|
|
2024
Q4 | $19.2M | Sell |
57,293
-905
| -2% | -$303K | 2.69% | 12 |
|
|
2024
Q3 | $15.9M | Buy |
58,198
+1,897
| +3% | +$519K | 2.26% | 14 |
|
|
2024
Q2 | $14.5M | Buy |
56,301
+39
| +0.1% | +$10K | 2.25% | 13 |
|
|
2024
Q1 | $16.9K | Sell |
56,262
-1,711
| -3% | -$515 | 2.68% | 10 |
|
|
2023
Q4 | $15.3M | Sell |
57,973
-895
| -2% | -$236K | 2.6% | 12 |
|
|
2023
Q3 | $11.9M | Sell |
58,868
-719
| -1% | -$146K | 2.28% | 13 |
|
|
2023
Q2 | $12.6M | Buy |
59,587
+1,808
| +3% | +$382K | 2.33% | 12 |
|
|
2023
Q1 | $11.5M | Buy |
57,779
+7,988
| +16% | +$1.6M | 2.24% | 12 |
|
|
2022
Q4 | $6.6M | Buy |
49,791
+19,839
| +66% | +$2.63M | 1.36% | 25 |
|
|
2022
Q3 | $4.31M | Buy |
29,952
+1,228
| +4% | +$177K | 0.97% | 37 |
|
|
2022
Q2 | $4.74M | Buy |
28,724
+1,743
| +6% | +$288K | 1.06% | 31 |
|
|
2022
Q1 | $5.73M | Buy |
26,981
+1,899
| +8% | +$403K | 1.16% | 28 |
|
|
2021
Q4 | $6.37M | Buy |
25,082
+1,104
| +5% | +$281K | 1.32% | 26 |
|
|
2021
Q3 | $6.5M | Buy |
23,978
+3,103
| +15% | +$842K | 1.53% | 25 |
|
|
2021
Q2 | $5.1M | Buy |
20,875
+563
| +3% | +$138K | 1.35% | 28 |
|
|
2021
Q1 | $4.3M | Sell |
20,312
-1,207
| -6% | -$256K | 1.27% | 29 |
|
|
2020
Q4 | $4.79M | Sell |
21,519
-2,147
| -9% | -$478K | 1.5% | 25 |
|
|
2020
Q3 | $5.95M | Buy |
23,666
+163
| +0.7% | +$41K | 2.15% | 16 |
|
|
2020
Q2 | $4.4M | Buy |
23,503
+9,160
| +64% | +$1.72M | 1.76% | 23 |
|
|
2020
Q1 | $2.07M | Buy |
+14,343
| New | +$2.07M | 0.97% | 34 |
|