WFAG
Worth Financial Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
4,350
+882
| +25% | +$241K | 0.73% | 32 |
|
|
2025
Q1 | $931K | Buy |
3,468
+1,074
| +45% | +$288K | 0.59% | 40 |
|
|
2024
Q4 | $800K | Sell |
2,394
-44
| -2% | -$14.7K | 0.49% | 51 |
|
|
2024
Q3 | $667K | Buy |
2,438
+76
| +3% | +$20.8K | 0.39% | 65 |
|
|
2024
Q2 | $607K | Buy |
2,362
+601
| +34% | +$155K | 0.4% | 65 |
|
|
2024
Q1 | $530K | Buy |
1,761
+34
| +2% | +$10.2K | 0.37% | 71 |
|
|
2023
Q4 | $454K | Sell |
1,727
-15
| -0.9% | -$3.95K | 0.36% | 74 |
|
|
2023
Q3 | $353K | Buy |
1,742
+50
| +3% | +$10.1K | 0.32% | 87 |
|
|
2023
Q2 | $357K | Sell |
1,692
-142
| -8% | -$30K | 0.33% | 82 |
|
|
2023
Q1 | $366K | Buy |
1,834
+39
| +2% | +$7.79K | 0.35% | 76 |
|
|
2022
Q4 | $238K | Buy |
+1,795
| New | +$238K | 0.28% | 94 |
|