BBP
Banco BTG Pactual’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
1,423
+301
| +27% | +$82.1K | 0.08% | 118 |
|
|
2025
Q1 | $301K | Sell |
1,122
-5,725
| -84% | -$1.54M | 0.07% | 132 |
|
|
2024
Q4 | $2.26M | Buy |
6,847
+5,585
| +443% | +$1.85M | 0.53% | 46 |
|
|
2024
Q3 | $345K | Buy |
+1,262
| New | +$345K | 0.09% | 103 |
|
|
2022
Q3 | – | Sell |
-2,870
| Closed | -$474K | – | 96 |
|
|
2022
Q2 | $474K | Sell |
2,870
-1,381
| -32% | -$228K | 0.31% | 49 |
|
|
2022
Q1 | $903K | Buy |
4,251
+1,081
| +34% | +$230K | 0.31% | 26 |
|
|
2021
Q4 | $806K | Hold |
3,170
| – | – | 0.61% | 11 |
|
|
2021
Q3 | $860K | Sell |
3,170
-110
| -3% | -$29.8K | 0.34% | 44 |
|
|
2021
Q2 | $801K | Buy |
3,280
+1,268
| +63% | +$310K | 0.53% | 33 |
|
|
2021
Q1 | $426K | Buy |
2,012
+349
| +21% | +$73.9K | 0.14% | 59 |
|
|
2020
Q4 | $370K | Buy |
+1,663
| New | +$370K | 0.15% | 33 |
|
|
2018
Q4 | – | Sell |
-1,966
| Closed | -$313K | – | 54 |
|
|
2018
Q3 | $313K | Sell |
1,966
-197
| -9% | -$31.4K | 0.27% | 27 |
|
|
2018
Q2 | $295K | Hold |
2,163
| – | – | 0.18% | 33 |
|
|
2018
Q1 | $252K | Sell |
2,163
-705
| -25% | -$82.1K | 0.08% | 47 |
|
|
2017
Q4 | $293K | Sell |
2,868
-706
| -20% | -$72.1K | 0.16% | 36 |
|
|
2017
Q3 | $334K | Buy |
+3,574
| New | +$334K | 0.14% | 41 |
|
|
2017
Q2 | – | Sell |
-3,400
| Closed | -$280K | – | 61 |
|
|
2017
Q1 | $280K | Buy |
+3,400
| New | +$280K | 0.09% | 84 |
|