WIA
World Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
68,505
+1,368
| +2% | +$373K | 0.42% | 42 |
|
|
2025
Q1 | $18M | Buy |
67,137
+4,730
| +8% | +$1.27M | 0.47% | 43 |
|
|
2024
Q4 | $20.9M | Buy |
62,407
+7,961
| +15% | +$2.66M | 0.57% | 34 |
|
|
2024
Q3 | $14.9M | Buy |
54,446
+46,324
| +570% | +$12.7M | 0.47% | 45 |
|
|
2024
Q2 | $2.09M | Buy |
+8,122
| New | +$2.09M | 0.13% | 162 |
|
|
2024
Q1 | – | Sell |
-815
| Closed | -$214K | – | 408 |
|
|
2023
Q4 | $214K | Buy |
+815
| New | +$214K | 0.03% | 358 |
|
|
2022
Q4 | – | Sell |
-1,475
| Closed | -$212K | – | 244 |
|
|
2022
Q3 | $212K | Buy |
1,475
+83
| +6% | +$11.9K | 0.05% | 221 |
|
|
2022
Q2 | $264K | Sell |
1,392
-72
| -5% | -$13.7K | 0.06% | 211 |
|
|
2022
Q1 | $311K | Buy |
1,464
+14
| +1% | +$2.97K | 0.06% | 198 |
|
|
2021
Q4 | $316K | Buy |
1,450
+584
| +67% | +$127K | 0.07% | 200 |
|
|
2021
Q3 | $235K | Buy |
866
+15
| +2% | +$4.07K | 0.05% | 223 |
|
|
2021
Q2 | $208K | Buy |
+851
| New | +$208K | 0.05% | 236 |
|
|
2021
Q1 | – | Sell |
-1,250
| Closed | -$300K | – | 231 |
|
|
2020
Q4 | $300K | Sell |
1,250
-101
| -7% | -$24.2K | 0.08% | 161 |
|
|
2020
Q3 | $340K | Sell |
1,351
-213
| -14% | -$53.6K | 0.12% | 111 |
|
|
2020
Q2 | $301K | Sell |
1,564
-42
| -3% | -$8.08K | 0.11% | 118 |
|
|
2020
Q1 | $231K | Buy |
+1,606
| New | +$231K | 0.11% | 114 |
|
|
2019
Q1 | – | Sell |
-2,349
| Closed | -$382K | – | 133 |
|
|
2018
Q4 | $382K | Buy |
+2,349
| New | +$382K | 0.17% | 82 |
|