Andesa Financial Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $569K | Buy |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | $469K | Buy |
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|
2021
Q4 | $535K | Buy |
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|
2021
Q3 | $527K | Sell |
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|
2021
Q2 | $583K | Buy |
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|
2021
Q1 | $497K | Buy |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $905K | Buy |
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|
2020
Q2 | $465K | Buy |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $230K | Sell |
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|
2019
Q3 | $227K | Sell |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $510K | Buy |
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|
2018
Q4 | $204K | Buy |
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