Arvest Trust’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$334K Sell
2024
Q1
$438K Buy
2023
Q4
$375K Buy
2023
Q3
$267K Sell
2023
Q2
$339K Buy
2023
Q1
$272K Buy
2022
Q3
Sell
2022
Q2
$214K Sell
2022
Q1
$287K Sell
2021
Q4
$370K Buy