APC
Aspire Private Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,003
| Closed | -$1.07M | – | 180 |
|
|
2025
Q1 | $1.07M | Buy |
4,003
+284
| +8% | +$76.2K | 0.27% | 81 |
|
|
2024
Q4 | $1.24M | Buy |
3,719
+15
| +0.4% | +$5.02K | 0.31% | 63 |
|
|
2024
Q3 | $1.01M | Buy |
3,704
+76
| +2% | +$20.8K | 0.24% | 74 |
|
|
2024
Q2 | $933K | Buy |
3,628
+144
| +4% | +$37K | 0.24% | 70 |
|
|
2024
Q1 | $1.05M | Buy |
3,484
+461
| +15% | +$139K | 0.28% | 60 |
|
|
2023
Q4 | $795K | Buy |
3,023
+142
| +5% | +$37.4K | 0.24% | 64 |
|
|
2023
Q3 | $584K | Buy |
2,881
+43
| +2% | +$8.72K | 0.19% | 80 |
|
|
2023
Q2 | $600K | Buy |
2,838
+2,638
| +1,319% | +$557K | 0.19% | 85 |
|
|
2023
Q1 | $40K | Hold |
200
| – | – | 0.01% | 222 |
|
|
2022
Q4 | $26.5K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $29K | Hold |
200
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $33K | Hold |
200
| – | – | 0.01% | 237 |
|
|
2022
Q1 | $42K | Hold |
200
| – | – | 0.01% | 222 |
|
|
2021
Q4 | $51K | Hold |
200
| – | – | 0.02% | 218 |
|
|
2021
Q3 | $54K | Hold |
200
| – | – | 0.02% | 208 |
|
|
2021
Q2 | $49K | Hold |
200
| – | – | 0.02% | 216 |
|
|
2021
Q1 | $42K | Hold |
200
| – | – | 0.01% | 229 |
|
|
2020
Q4 | $45K | Hold |
200
| – | – | 0.02% | 214 |
|
|
2020
Q3 | $50K | Buy |
+200
| New | +$50K | 0.02% | 203 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$33K | – | 289 |
|
|
2019
Q4 | $33K | Hold |
200
| – | – | 0.01% | 209 |
|
|
2019
Q3 | $30K | Sell |
200
-10
| -5% | -$1.5K | 0.01% | 204 |
|
|
2019
Q2 | $32K | Sell |
210
-3
| -1% | -$457 | 0.02% | 211 |
|
|
2019
Q1 | $34K | Sell |
213
-50
| -19% | -$7.98K | 0.02% | 249 |
|
|
2018
Q4 | $36K | Buy |
+263
| New | +$36K | 0.02% | 235 |
|