Avantax Planning Partners’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 | $1.43M | Buy |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $934K | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $923K | Sell |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.27M | Sell |
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|
2021
Q2 | $1.39M | Sell |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.69M | Sell |
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|
2020
Q3 | $2.27M | Sell |
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|
2020
Q2 | $1.84M | Buy |
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|
2020
Q1 | $750K | Buy |
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|
2019
Q4 | $674K | Sell |
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|
2019
Q3 | $625K | Buy |
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|
2019
Q2 | $552K | Buy |
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|
2019
Q1 | $551K | Buy |
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|
2018
Q4 | $346K | Buy |
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|
2018
Q3 | $367K | Sell |
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|
2018
Q2 | $350K | Sell |
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|
2018
Q1 | $330K | Buy |
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|
2017
Q4 | $284K | Sell |
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|
2017
Q3 | $393K | Buy |
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|
2017
Q2 | $278K | Buy |
|