BPA
Beacon Pointe Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
60,067
+5,947
| +11% | +$1.62M | 0.17% | 126 |
|
|
2025
Q1 | $14.5M | Buy |
54,120
+1,022
| +2% | +$274K | 0.16% | 130 |
|
|
2024
Q4 | $17.8M | Sell |
53,098
-4,603
| -8% | -$1.54M | 0.2% | 117 |
|
|
2024
Q3 | $15.8M | Sell |
57,701
-2,432
| -4% | -$666K | 0.18% | 125 |
|
|
2024
Q2 | $15.5M | Sell |
60,133
-1,284
| -2% | -$330K | 0.18% | 123 |
|
|
2024
Q1 | $18.5M | Sell |
61,417
-12,048
| -16% | -$3.63M | 0.21% | 118 |
|
|
2023
Q4 | $19.3M | Buy |
73,465
+8,243
| +13% | +$2.17M | 0.23% | 108 |
|
|
2023
Q3 | $13.2M | Buy |
65,222
+27,648
| +74% | +$5.61M | 0.16% | 138 |
|
|
2023
Q2 | $7.94M | Sell |
37,574
-1,956
| -5% | -$413K | 0.13% | 153 |
|
|
2023
Q1 | $7.9M | Sell |
39,530
-1,983
| -5% | -$396K | 0.13% | 157 |
|
|
2022
Q4 | $5.5M | Buy |
41,513
+458
| +1% | +$60.7K | 0.11% | 180 |
|
|
2022
Q3 | $5.9M | Sell |
41,055
-8,662
| -17% | -$1.24M | 0.13% | 155 |
|
|
2022
Q2 | $8.21M | Sell |
49,717
-29,554
| -37% | -$4.88M | 0.17% | 131 |
|
|
2022
Q1 | $16.8M | Buy |
79,271
+44,777
| +130% | +$9.51M | 0.23% | 104 |
|
|
2021
Q4 | $8.77M | Sell |
34,494
-31,733
| -48% | -$8.06M | 0.23% | 96 |
|
|
2021
Q3 | $18M | Buy |
66,227
+37,124
| +128% | +$10.1M | 0.44% | 52 |
|
|
2021
Q2 | $7.11M | Buy |
29,103
+22,204
| +322% | +$5.42M | 0.25% | 100 |
|
|
2021
Q1 | $1.47M | Buy |
6,899
+1,751
| +34% | +$372K | 0.09% | 171 |
|
|
2020
Q4 | $1.14M | Buy |
5,148
+1,435
| +39% | +$319K | 0.08% | 182 |
|
|
2020
Q3 | $933K | Sell |
3,713
-804
| -18% | -$202K | 0.09% | 171 |
|
|
2020
Q2 | $843K | Buy |
4,517
+1,976
| +78% | +$369K | 0.08% | 175 |
|
|
2020
Q1 | $365K | Sell |
2,541
-471
| -16% | -$67.7K | 0.06% | 206 |
|
|
2019
Q4 | $489K | Buy |
3,012
+695
| +30% | +$113K | 0.15% | 131 |
|
|
2019
Q3 | $343K | Sell |
2,317
-462
| -17% | -$68.4K | 0.15% | 126 |
|
|
2019
Q2 | $422K | Buy |
2,779
+1,013
| +57% | +$154K | 0.15% | 134 |
|
|
2019
Q1 | $279K | Sell |
1,766
-1,363
| -44% | -$215K | 0.1% | 151 |
|
|
2018
Q4 | $428K | Buy |
+3,129
| New | +$428K | 0.26% | 100 |
|