BFA
Beaumont Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
1,681
-735
| -30% | -$200K | 0.03% | 234 |
|
|
2025
Q1 | $648K | Buy |
2,416
+32
| +1% | +$8.59K | 0.05% | 193 |
|
|
2024
Q4 | $797K | Buy |
2,384
+364
| +18% | +$122K | 0.06% | 170 |
|
|
2024
Q3 | $553K | Sell |
2,020
-563
| -22% | -$154K | 0.04% | 201 |
|
|
2024
Q2 | $664K | Buy |
2,583
+113
| +5% | +$29K | 0.05% | 182 |
|
|
2024
Q1 | $744K | Sell |
2,470
-51
| -2% | -$15.4K | 0.06% | 170 |
|
|
2023
Q4 | $663K | Buy |
2,521
+544
| +28% | +$143K | 0.06% | 170 |
|
|
2023
Q3 | $401K | Sell |
1,977
-47
| -2% | -$9.53K | 0.04% | 205 |
|
|
2023
Q2 | $428K | Buy |
2,024
+101
| +5% | +$21.3K | 0.04% | 212 |
|
|
2023
Q1 | $384K | Buy |
1,923
+142
| +8% | +$28.4K | 0.04% | 210 |
|
|
2022
Q4 | $236K | Sell |
1,781
-989
| -36% | -$131K | 0.02% | 285 |
|
|
2022
Q3 | $398K | Buy |
2,770
+45
| +2% | +$6.47K | 0.04% | 198 |
|
|
2022
Q2 | $450K | Buy |
2,725
+138
| +5% | +$22.8K | 0.04% | 190 |
|
|
2022
Q1 | $551K | Buy |
2,587
+173
| +7% | +$36.8K | 0.04% | 196 |
|
|
2021
Q4 | $613K | Sell |
2,414
-678
| -22% | -$172K | 0.04% | 186 |
|
|
2021
Q3 | $838K | Buy |
3,092
+269
| +10% | +$72.9K | 0.06% | 157 |
|
|
2021
Q2 | $690K | Sell |
2,823
-38
| -1% | -$9.29K | 0.05% | 174 |
|
|
2021
Q1 | $606K | Sell |
2,861
-162
| -5% | -$34.3K | 0.05% | 176 |
|
|
2020
Q4 | $673K | Buy |
3,023
+1,011
| +50% | +$225K | 0.06% | 171 |
|
|
2020
Q3 | $506K | Buy |
2,012
+105
| +6% | +$26.4K | 0.05% | 195 |
|
|
2020
Q2 | $357K | Buy |
1,907
+21
| +1% | +$3.93K | 0.04% | 213 |
|
|
2020
Q1 | $272K | Buy |
1,886
+49
| +3% | +$7.07K | 0.03% | 200 |
|
|
2019
Q4 | $299K | Buy |
1,837
+453
| +33% | +$73.7K | 0.03% | 224 |
|
|
2019
Q3 | $205K | Buy |
+1,384
| New | +$205K | 0.02% | 258 |
|