BIAS
Beacon Investment Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Sell |
23,979
-1,019
| -4% | -$278K | 0.29% | 76 |
|
|
2025
Q1 | $6.71M | Sell |
24,998
-2,542
| -9% | -$682K | 0.31% | 76 |
|
|
2024
Q4 | $9.21M | Sell |
27,540
-2,482
| -8% | -$830K | 0.4% | 65 |
|
|
2024
Q3 | $8.22M | Sell |
30,022
-1,184
| -4% | -$324K | 0.34% | 67 |
|
|
2024
Q2 | $8.02M | Sell |
31,206
-1,579
| -5% | -$406K | 0.34% | 66 |
|
|
2024
Q1 | $9.87M | Sell |
32,785
-681
| -2% | -$205K | 0.43% | 62 |
|
|
2023
Q4 | $8.81M | Sell |
33,466
-2,358
| -7% | -$620K | 0.4% | 61 |
|
|
2023
Q3 | $7.26M | Sell |
35,824
-16,549
| -32% | -$3.36M | 0.36% | 69 |
|
|
2023
Q2 | $11.1M | Sell |
52,373
-876
| -2% | -$185K | 0.51% | 57 |
|
|
2023
Q1 | $10.6M | Sell |
53,249
-545
| -1% | -$109K | 0.52% | 54 |
|
|
2022
Q4 | $7.13M | Sell |
53,794
-14,553
| -21% | -$1.93M | 0.37% | 67 |
|
|
2022
Q3 | $9.83M | Sell |
68,347
-1,444
| -2% | -$208K | 0.54% | 55 |
|
|
2022
Q2 | $11.5M | Sell |
69,791
-334
| -0.5% | -$55.1K | 0.6% | 49 |
|
|
2022
Q1 | $14.9M | Sell |
70,125
-1,608
| -2% | -$341K | 0.64% | 49 |
|
|
2021
Q4 | $18.2M | Buy |
71,733
+988
| +1% | +$251K | 0.71% | 42 |
|
|
2021
Q3 | $19.2M | Sell |
70,745
-2,476
| -3% | -$672K | 0.79% | 39 |
|
|
2021
Q2 | $17.9M | Sell |
73,221
-1,335
| -2% | -$326K | 0.72% | 41 |
|
|
2021
Q1 | $15.8M | Sell |
74,556
-201
| -0.3% | -$42.6K | 0.69% | 45 |
|
|
2020
Q4 | $16.6M | Sell |
74,757
-1,105
| -1% | -$246K | 0.77% | 42 |
|
|
2020
Q3 | $19.1M | Buy |
75,862
+683
| +0.9% | +$172K | 0.99% | 32 |
|
|
2020
Q2 | $14.1M | Buy |
75,179
+3,794
| +5% | +$711K | 0.8% | 41 |
|
|
2020
Q1 | $10.3M | Sell |
71,385
-9,952
| -12% | -$1.43M | 0.72% | 43 |
|
|
2019
Q4 | $13.2M | Buy |
81,337
+76,951
| +1,754% | +$12.5M | 0.71% | 43 |
|
|
2019
Q3 | $651K | Buy |
+4,386
| New | +$651K | 0.07% | 137 |
|