Annapolis Financial Services’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$38K Buy
2024
Q2
$15.2K Hold
2024
Q1
$17.8K Hold
2023
Q4
$15.5K Hold
2023
Q3
$12K Hold
2023
Q2
$12.5K Hold
2023
Q1
$11.8K Hold
2022
Q4
$7.82K Sell
2022
Q3
$14K Buy
2022
Q2
$1K Sell
2022
Q1
$1K Buy
2021
Q4
$1K Hold
2021
Q3
$1K Hold
2021
Q2
$1K Hold
2021
Q1
$1K Buy