AFS
Aft Forsyth & Sober’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
9,500
+250
| +3% | +$68.2K | 0.87% | 31 |
|
|
2025
Q1 | $2.48M | Buy |
9,250
+100
| +1% | +$26.8K | 0.87% | 38 |
|
|
2024
Q4 | $3.06M | Hold |
9,150
| – | – | 0.99% | 27 |
|
|
2024
Q3 | $2.5M | Hold |
9,150
| – | – | 0.82% | 35 |
|
|
2024
Q2 | $2.35M | Hold |
9,150
| – | – | 0.81% | 36 |
|
|
2024
Q1 | $2.76M | Hold |
9,150
| – | – | 0.97% | 27 |
|
|
2023
Q4 | $2.41M | Buy |
9,150
+4,450
| +95% | +$1.17M | 0.93% | 27 |
|
|
2023
Q3 | $953K | Hold |
4,700
| – | – | 0.4% | 72 |
|
|
2023
Q2 | $993K | Buy |
4,700
+150
| +3% | +$31.7K | 0.41% | 74 |
|
|
2023
Q1 | $909K | Sell |
4,550
-150
| -3% | -$30K | 0.46% | 72 |
|
|
2022
Q4 | $623K | Hold |
4,700
| – | – | 0.28% | 79 |
|
|
2022
Q3 | $676K | Hold |
4,700
| – | – | 0.33% | 77 |
|
|
2022
Q2 | $776K | Hold |
4,700
| – | – | 0.36% | 77 |
|
|
2022
Q1 | $998K | Hold |
4,700
| – | – | 0.39% | 78 |
|
|
2021
Q4 | $1.19M | Hold |
4,700
| – | – | 0.42% | 66 |
|
|
2021
Q3 | $1.28M | Hold |
4,700
| – | – | 0.48% | 56 |
|
|
2021
Q2 | $1.15M | Hold |
4,700
| – | – | 0.43% | 57 |
|
|
2021
Q1 | $995K | Buy |
4,700
+2,350
| +100% | +$498K | 0.41% | 64 |
|
|
2020
Q4 | $523K | Buy |
2,350
+2,200
| +1,467% | +$490K | 0.4% | 34 |
|
|
2020
Q3 | $38K | Sell |
150
-200
| -57% | -$50.7K | 0.29% | 22 |
|
|
2020
Q2 | $66K | Buy |
+350
| New | +$66K | 0.47% | 26 |
|
|
2020
Q1 | – | Sell |
-710
| Closed | -$115K | – | 35 |
|
|
2019
Q4 | $115K | Buy |
+710
| New | +$115K | 0.11% | 28 |
|