American National Registered Investment Advisor’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.54M | Sell |
7,257
-215
| -3% | -$46.3K | 0.55% | 45 |
|
|
2021
Q4 | $1.9M | Sell |
7,472
-2
| -0% | -$562 | 0.63% | 40 |
|
|
2021
Q3 | $2.03M | Sell |
7,474
-30
| -0.4% | -$7.62K | 0.73% | 30 |
|
|
2021
Q2 | $1.83M | Sell |
7,504
-265
| -3% | -$61.1K | 0.66% | 34 |
|
|
2021
Q1 | $1.65M | Sell |
7,769
-11
| -0.1% | -$2.45K | 0.64% | 41 |
|
|
2020
Q4 | $1.73M | Hold |
7,780
| – | – | 0.69% | 41 |
|
|
2020
Q3 | $1.96M | Hold |
7,780
| – | – | 0.89% | 22 |
|
|
2020
Q2 | $1.46M | Hold |
7,780
| – | – | 0.72% | 37 |
|
|
2020
Q1 | $1.12M | Hold |
7,780
| – | – | 0.7% | 42 |
|
|
2019
Q4 | $1.26M | Buy |
7,780
+5
| +0.1% | +$784 | 0.62% | 45 |
|
|
2019
Q3 | $1.15M | Hold |
7,775
| – | – | 0.63% | 44 |
|
|
2019
Q2 | $1.18M | Hold |
7,775
| – | – | 0.66% | 44 |
|
|
2019
Q1 | $1.23M | Sell |
7,775
-25
| -0.3% | -$3.88K | 0.68% | 41 |
|
|
2018
Q4 | $1.07M | Hold |
7,800
| – | – | 0.67% | 43 |
|
|
2018
Q3 | $1.24M | Buy |
7,800
+430
| +6% | +$63.8K | 0.65% | 46 |
|
|
2018
Q2 | $1M | Hold |
7,370
| – | – | 0.48% | 62 |
|
|
2018
Q1 | $857K | Sell |
7,370
-150
| -2% | -$17.2K | 0.43% | 71 |
|
|
2017
Q4 | $769K | Hold |
7,520
| – | – | 0.37% | 90 |
|
|
2017
Q3 | $703K | Sell |
7,520
-1,300
| -15% | -$120K | 0.35% | 100 |
|
|
2017
Q2 | $764K | Hold |
8,820
| – | – | 0.32% | 105 |
|
|
2017
Q1 | $728K | Hold |
8,820
| – | – | 0.31% | 107 |
|
|
2016
Q4 | $604K | Hold |
8,820
| – | – | 0.27% | 125 |
|
|
2016
Q3 | $629K | Hold |
8,820
| – | – | 0.29% | 116 |
|
|
2016
Q2 | $700K | Hold |
8,820
| – | – | 0.33% | 104 |
|
|
2016
Q1 | $651K | Hold |
8,820
| – | – | 0.32% | 112 |
|
|
2015
Q4 | $691K | Buy |
+8,820
| New | +$689K | 0.34% | 102 |
|
Other funds holding CRM
WA