Avitas Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $860K | Sell |
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|
2024
Q3 | $726K | Sell |
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|
2024
Q2 | $734K | Sell |
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|
2024
Q1 | $906K | Sell |
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|
2023
Q4 | $802K | Sell |
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|
2023
Q3 | $622K | Sell |
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|
2023
Q2 | $871K | Sell |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $542K | Sell |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $3.41M | Buy |
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|
2021
Q3 | $2.92M | Sell |
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|
2021
Q2 | $2.66M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $799K | Buy |
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|
2020
Q2 | $572K | Sell |
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|
2020
Q1 | $444K | Sell |
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|
2019
Q4 | $1.37M | Sell |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.25M | Buy |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $930K | Buy |
|