BPB
Badgley, Phelps & Bell’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $26.1M | Buy |
107,017
+4,786
| +5% | +$1.17M | 0.97% | 30 |
|
|
2021
Q1 | $21.7M | Sell |
102,231
-2,456
| -2% | -$520K | 0.9% | 35 |
|
|
2020
Q4 | $23.3M | Sell |
104,687
-1,594
| -1% | -$355K | 1.01% | 27 |
|
|
2020
Q3 | $26.7M | Sell |
106,281
-1,281
| -1% | -$322K | 1.31% | 17 |
|
|
2020
Q2 | $20.2M | Sell |
107,562
-498
| -0.5% | -$93.3K | 1.11% | 23 |
|
|
2020
Q1 | $15.6M | Sell |
108,060
-1,951
| -2% | -$281K | 1.02% | 30 |
|
|
2019
Q4 | $17.9M | Sell |
110,011
-404
| -0.4% | -$65.7K | 0.94% | 33 |
|
|
2019
Q3 | $16.4M | Buy |
110,415
+2,483
| +2% | +$369K | 0.94% | 36 |
|
|
2019
Q2 | $16.4M | Sell |
107,932
-1,595
| -1% | -$242K | 0.96% | 36 |
|
|
2019
Q1 | $17.3M | Buy |
109,527
+2,373
| +2% | +$376K | 1.05% | 29 |
|
|
2018
Q4 | $14.7M | Buy |
107,154
+939
| +0.9% | +$129K | 1.06% | 28 |
|
|
2018
Q3 | $16.9M | Sell |
106,215
-4,052
| -4% | -$644K | 1.03% | 26 |
|
|
2018
Q2 | $15M | Sell |
110,267
-2,236
| -2% | -$305K | 0.98% | 27 |
|
|
2018
Q1 | $13.1M | Sell |
112,503
-1,494
| -1% | -$174K | 0.87% | 36 |
|
|
2017
Q4 | $11.7M | Sell |
113,997
-1,667
| -1% | -$170K | 0.8% | 48 |
|
|
2017
Q3 | $10.8M | Sell |
115,664
-1,826
| -2% | -$171K | 0.8% | 46 |
|
|
2017
Q2 | $10.2M | Sell |
117,490
-909
| -0.8% | -$78.7K | 0.79% | 49 |
|
|
2017
Q1 | $9.77M | Buy |
118,399
+51,295
| +76% | +$4.23M | 0.79% | 46 |
|
|
2016
Q4 | $4.59M | Sell |
67,104
-12,741
| -16% | -$872K | 0.4% | 96 |
|
|
2016
Q3 | $5.7M | Buy |
79,845
+1,278
| +2% | +$91.2K | 0.5% | 91 |
|
|
2016
Q2 | $6.24M | Buy |
78,567
+1,335
| +2% | +$106K | 0.57% | 83 |
|
|
2016
Q1 | $5.7M | Buy |
+77,232
| New | +$5.7M | 0.54% | 85 |
|