AAFMAA Wealth Management & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.22M | Buy |
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|
2024
Q2 | $2.04M | Buy |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $7.03M | Buy |
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|
2023
Q3 | $5.34M | Buy |
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|
2023
Q2 | $5.48M | Sell |
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|
2023
Q1 | $5.53M | Buy |
|
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|
2022
Q4 | $3.55M | Sell |
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|
2022
Q3 | $4.05M | Sell |
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|
2022
Q2 | $4.77M | Buy |
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|
2022
Q1 | $5.97M | Buy |
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|
2021
Q4 | $5.78M | Buy |
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|
2021
Q3 | $3.92M | Sell |
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|
2021
Q2 | $7.33M | Sell |
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|
2021
Q1 | $7.62M | Buy |
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|
2020
Q4 | $5.71M | Buy |
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