9258 Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $2.17M | Buy |
|
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|
2023
Q4 | $1.71M | Buy |
|
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|
2023
Q3 | $1.06M | Buy |
|
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|
2023
Q2 | $1.06M | Buy |
|
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|
2023
Q1 | $933K | Sell |
|
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|
2022
Q4 | $641K | Sell |
|
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|
2022
Q3 | $710K | Sell |
|
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|
2022
Q2 | $911K | Buy |
|
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|
2022
Q1 | $959K | Buy |
|
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|
2021
Q4 | $1.11M | Buy |
|
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|
2021
Q3 | $983K | Buy |
|
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|
2021
Q2 | $662K | Sell |
|
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|
2021
Q1 | $621K | Sell |
|
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|
2020
Q4 | $717K | Buy |
|
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|
2020
Q3 | $631K | Sell |
|
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|
2020
Q2 | $682K | Buy |
|
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|
2020
Q1 | $539K | Buy |
|
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|
2019
Q4 | $471K | Buy |
|
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|
2019
Q3 | $309K | Buy |
|
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|
2019
Q2 | $308K | Buy |
|
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|
2019
Q1 | $219K | Buy |
|