BerganKDV Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $910K | Buy |
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $523K | Sell |
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|
2022
Q2 | $607K | Buy |
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|
2022
Q1 | $747K | Buy |
|
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|
2021
Q4 | $133K | Sell |
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|
2021
Q3 | $151K | Buy |
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|
2021
Q2 | $98K | Buy |
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|
2021
Q1 | $64K | Sell |
|
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|
2020
Q4 | $71K | Buy |
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|
2020
Q3 | $24K | Sell |
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|
2020
Q2 | $80K | Sell |
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|
2020
Q1 | $71K | Buy |
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|
2019
Q4 | $23K | Buy |
|