ACGA
Atlanta Consulting Group Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
2,388
-89
| -4% | -$24.3K | 0.18% | 64 |
|
|
2025
Q1 | $665K | Sell |
2,477
-145
| -6% | -$38.9K | 0.19% | 62 |
|
|
2024
Q4 | $877K | Sell |
2,622
-3,126
| -54% | -$1.05M | 0.32% | 50 |
|
|
2024
Q3 | $1.57M | Buy |
5,748
+3,032
| +112% | +$830K | 0.39% | 48 |
|
|
2024
Q2 | $698K | Sell |
2,716
-500
| -16% | -$129K | 0.15% | 56 |
|
|
2024
Q1 | $969K | Buy |
+3,216
| New | +$969K | 0.34% | 44 |
|