AAMA
Advanced Asset Management Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
975
| – | – | 0.07% | 59 |
|
|
2025
Q1 | $262K | Hold |
975
| – | – | 0.07% | 59 |
|
|
2024
Q4 | $326K | Hold |
975
| – | – | 0.09% | 60 |
|
|
2024
Q3 | $251K | Hold |
975
| – | – | 0.07% | 61 |
|
|
2024
Q2 | $251K | Buy |
975
+225
| +30% | +$57.8K | 0.07% | 62 |
|
|
2024
Q1 | $226K | Buy |
+750
| New | +$226K | 0.06% | 71 |
|
|
2023
Q1 | – | Sell |
-250
| Closed | -$33.1K | – | 123 |
|
|
2022
Q4 | $33.1K | Buy |
+250
| New | +$33.1K | 0.01% | 115 |
|