AMG National Trust Bank’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
7,437
+273
| +4% | +$74.4K | 0.05% | 201 |
|
|
2025
Q1 | $1.92M | Sell |
7,164
-1,121
| -14% | -$301K | 0.05% | 197 |
|
|
2024
Q4 | $2.78M | Sell |
8,285
-40
| -0.5% | -$13.4K | 0.08% | 152 |
|
|
2024
Q3 | $2.28M | Sell |
8,325
-344
| -4% | -$94.2K | 0.06% | 180 |
|
|
2024
Q2 | $2.23M | Buy |
8,669
+183
| +2% | +$47K | 0.06% | 188 |
|
|
2024
Q1 | $2.56M | Buy |
8,486
+213
| +3% | +$64.2K | 0.07% | 168 |
|
|
2023
Q4 | $2.18M | Buy |
8,273
+826
| +11% | +$217K | 0.07% | 174 |
|
|
2023
Q3 | $1.51M | Buy |
7,447
+2,500
| +51% | +$507K | 0.05% | 206 |
|
|
2023
Q2 | $1.05M | Buy |
4,947
+3,152
| +176% | +$666K | 0.03% | 269 |
|
|
2023
Q1 | $359K | Sell |
1,795
-195
| -10% | -$39K | 0.01% | 378 |
|
|
2022
Q4 | $264K | Sell |
1,990
-2,031
| -51% | -$269K | 0.01% | 403 |
|
|
2022
Q3 | $578K | Buy |
4,021
+743
| +23% | +$107K | 0.02% | 322 |
|
|
2022
Q2 | $603K | Sell |
3,278
-787
| -19% | -$145K | 0.02% | 309 |
|
|
2022
Q1 | $863K | Sell |
4,065
-106
| -3% | -$22.5K | 0.03% | 287 |
|
|
2021
Q4 | $1.06M | Sell |
4,171
-240
| -5% | -$61K | 0.03% | 264 |
|
|
2021
Q3 | $1.2M | Buy |
4,411
+169
| +4% | +$45.8K | 0.04% | 240 |
|
|
2021
Q2 | $1.04M | Sell |
4,242
-45
| -1% | -$11K | 0.03% | 271 |
|
|
2021
Q1 | $908K | Buy |
4,287
+198
| +5% | +$41.9K | 0.03% | 284 |
|
|
2020
Q4 | $910K | Buy |
4,089
+1,434
| +54% | +$319K | 0.03% | 263 |
|
|
2020
Q3 | $667K | Buy |
2,655
+397
| +18% | +$99.7K | 0.03% | 279 |
|
|
2020
Q2 | $423K | Buy |
+2,258
| New | +$423K | 0.02% | 335 |
|