AC
Avory & Company’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
738
-14
| -2% | -$3.82K | 0.12% | 31 |
|
|
2025
Q1 | $202K | Sell |
752
-24
| -3% | -$6.45K | 0.13% | 29 |
|
|
2024
Q4 | $260K | Sell |
776
-187
| -19% | -$62.5K | 0.15% | 24 |
|
|
2024
Q3 | $264K | Sell |
963
-35
| -4% | -$9.58K | 0.16% | 24 |
|
|
2024
Q2 | $257K | Sell |
998
-228
| -19% | -$58.6K | 0.18% | 25 |
|
|
2024
Q1 | $369K | Sell |
1,226
-348
| -22% | -$105K | 0.25% | 24 |
|
|
2023
Q4 | $414K | Sell |
1,574
-402
| -20% | -$106K | 0.29% | 20 |
|
|
2023
Q3 | $401K | Sell |
1,976
-1,097
| -36% | -$222K | 0.34% | 18 |
|
|
2023
Q2 | $649K | Sell |
3,073
-767
| -20% | -$162K | 0.49% | 18 |
|
|
2023
Q1 | $767K | Buy |
3,840
+399
| +12% | +$79.7K | 0.53% | 17 |
|
|
2022
Q4 | $456K | Buy |
3,441
+60
| +2% | +$7.96K | 0.37% | 20 |
|
|
2022
Q3 | $486K | Sell |
3,381
-302
| -8% | -$43.4K | 0.41% | 19 |
|
|
2022
Q2 | $608K | Buy |
+3,683
| New | +$608K | 0.52% | 19 |
|