AGA
Accuvest Global Advisors’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-11,071
| Closed | -$3.73M | – | 65 |
|
2024
Q4 | $3.73M | Buy |
+11,071
| New | +$3.73M | 5.22% | 10 |
|
2024
Q2 | – | Sell |
-11,390
| Closed | -$3.43M | – | 35 |
|
2024
Q1 | $3.43M | Buy |
+11,390
| New | +$3.43M | 1.5% | 21 |
|
2021
Q4 | – | Sell |
-1,059
| Closed | -$287K | – | 114 |
|
2021
Q3 | $287K | Buy |
+1,059
| New | +$287K | 0.14% | 97 |
|
2019
Q2 | – | Sell |
-4,369
| Closed | -$692K | – | 95 |
|
2019
Q1 | $692K | Buy |
+4,369
| New | +$692K | 0.37% | 61 |
|