AT
Arvest Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $334K | Sell |
1,300
-154
| -11% | -$39.6K | 0.02% | 139 |
|
|
2024
Q1 | $438K | Buy |
1,454
+30
| +2% | +$9.04K | 0.02% | 128 |
|
|
2023
Q4 | $375K | Buy |
1,424
+106
| +8% | +$27.9K | 0.02% | 136 |
|
|
2023
Q3 | $267K | Sell |
1,318
-190
| -13% | -$38.5K | 0.02% | 137 |
|
|
2023
Q2 | $339K | Buy |
1,508
+146
| +11% | +$32.9K | 0.02% | 133 |
|
|
2023
Q1 | $272K | Buy |
+1,362
| New | +$272K | 0.02% | 132 |
|
|
2022
Q3 | – | Sell |
-1,298
| Closed | -$214K | – | 181 |
|
|
2022
Q2 | $214K | Sell |
1,298
-52
| -4% | -$8.57K | 0.01% | 144 |
|
|
2022
Q1 | $287K | Sell |
1,350
-107
| -7% | -$22.7K | 0.02% | 141 |
|
|
2021
Q4 | $370K | Buy |
+1,457
| New | +$370K | 0.02% | 131 |
|