Avantax Planning Partners’s Salesforce CRM Stock Holding History

Avantax Planning Partners’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Buy	4,771 +595	+14%	+$162K	0.04%	172
2025 Q1	$1.12M	Buy	4,176 +546	+15%	+$147K	0.04%	178
2024 Q4	$1.21M	Buy	3,630 +216	+6%	+$72.2K	0.04%	163
2024 Q3	$934K	Sell	3,414 -1,891	-36%	-$518K	0.03%	184
2024 Q2	$1.36M	Sell	5,305 -88	-2%	-$22.6K	0.04%	177
2024 Q1	$1.62M	Buy	5,393 +807	+18%	+$243K	0.05%	167
2023 Q4	$1.21M	Sell	4,586 -551	-11%	-$145K	0.05%	158
2023 Q3	$1.04M	Sell	5,137 -59	-1%	-$12K	0.04%	158
2023 Q2	$1.1M	Sell	5,196 -145	-3%	-$30.6K	0.04%	156
2023 Q1	$1.07M	Sell	5,341 -1,623	-23%	-$324K	0.04%	159
2022 Q4	$923K	Sell	6,964 -378	-5%	-$50.1K	0.04%	172
2022 Q3	$1.06M	Sell	7,342 -87	-1%	-$12.5K	0.05%	144
2022 Q2	$1.23M	Buy	7,429 +2,194	+42%	+$362K	0.05%	132
2022 Q1	$1.11M	Buy	5,235 +432	+9%	+$91.7K	0.04%	151
2021 Q4	$1.22M	Buy	4,803 +123	+3%	+$31.3K	0.05%	143
2021 Q3	$1.27M	Sell	4,680 -1,022	-18%	-$277K	0.06%	116
2021 Q2	$1.39M	Sell	5,702 -767	-12%	-$187K	0.07%	108
2021 Q1	$1.37M	Sell	6,469 -1,101	-15%	-$233K	0.07%	114
2020 Q4	$1.69M	Sell	7,570 -1,468	-16%	-$327K	0.09%	92
2020 Q3	$2.27M	Sell	9,038 -761	-8%	-$191K	0.12%	73
2020 Q2	$1.84M	Buy	9,799 +4,588	+88%	+$860K	0.1%	83
2020 Q1	$750K	Buy	5,211 +1,068	+26%	+$154K	0.05%	122
2019 Q4	$674K	Sell	4,143 -67	-2%	-$10.9K	0.04%	141
2019 Q3	$625K	Buy	4,210 +596	+16%	+$88.5K	0.04%	145
2019 Q2	$552K	Buy	3,614 +135	+4%	+$20.6K	0.04%	158
2019 Q1	$551K	Buy	3,479 +955	+38%	+$151K	0.04%	153
2018 Q4	$346K	Buy	2,524 +215	+9%	+$29.5K	0.03%	179
2018 Q3	$367K	Sell	2,309 -261	-10%	-$41.5K	0.03%	167
2018 Q2	$350K	Sell	2,570 -264	-9%	-$36K	0.03%	162
2018 Q1	$330K	Buy	2,834 +59	+2%	+$6.87K	0.03%	215
2017 Q4	$284K	Sell	2,775 -1,430	-34%	-$146K	0.03%	232
2017 Q3	$393K	Buy	4,205 +1,000	+31%	+$93.5K	0.03%	243
2017 Q2	$278K	Buy	+3,205	New	+$278K	0.02%	265