Argonautica Private Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $425K | Buy |
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|
2025
Q2 | $488K | Sell |
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|
2025
Q1 | $481K | Sell |
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|
2024
Q4 | $603K | Sell |
|
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|
2024
Q3 | $495K | Buy |
|
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|
2024
Q2 | $458K | Buy |
|
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|
2024
Q1 | $534K | Buy |
|
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|
2023
Q4 | $464K | Hold |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $322K | Sell |
|
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $204K | Buy |
|