BHIA
Birch Hill Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
9,632
-885
| -8% | -$241K | 0.12% | 74 |
|
|
2025
Q1 | $2.82M | Buy |
10,517
+183
| +2% | +$49.1K | 0.13% | 73 |
|
|
2024
Q4 | $3.46M | Sell |
10,334
-917
| -8% | -$307K | 0.16% | 71 |
|
|
2024
Q3 | $3.08M | Sell |
11,251
-95
| -0.8% | -$26K | 0.14% | 73 |
|
|
2024
Q2 | $2.92M | Sell |
11,346
-38
| -0.3% | -$9.77K | 0.14% | 72 |
|
|
2024
Q1 | $3.43M | Sell |
11,384
-1,569
| -12% | -$473K | 0.17% | 68 |
|
|
2023
Q4 | $3.41M | Sell |
12,953
-215
| -2% | -$56.6K | 0.18% | 64 |
|
|
2023
Q3 | $2.67M | Sell |
13,168
-1,216
| -8% | -$247K | 0.16% | 65 |
|
|
2023
Q2 | $3.04M | Sell |
14,384
-590
| -4% | -$125K | 0.17% | 62 |
|
|
2023
Q1 | $2.99M | Buy |
14,974
+10
| +0.1% | +$2K | 0.19% | 62 |
|
|
2022
Q4 | $1.98M | Sell |
14,964
-5,768
| -28% | -$765K | 0.13% | 75 |
|
|
2022
Q3 | $2.98M | Sell |
20,732
-3,462
| -14% | -$498K | 0.2% | 59 |
|
|
2022
Q2 | $3.99M | Buy |
24,194
+5,206
| +27% | +$859K | 0.25% | 59 |
|
|
2022
Q1 | $4.03M | Buy |
18,988
+2,556
| +16% | +$543K | 0.22% | 65 |
|
|
2021
Q4 | $4.18M | Buy |
16,432
+380
| +2% | +$96.6K | 0.21% | 64 |
|
|
2021
Q3 | $4.35M | Sell |
16,052
-350
| -2% | -$94.9K | 0.23% | 62 |
|
|
2021
Q2 | $4.01M | Buy |
16,402
+670
| +4% | +$164K | 0.22% | 62 |
|
|
2021
Q1 | $3.33M | Buy |
15,732
+1,815
| +13% | +$385K | 0.19% | 66 |
|
|
2020
Q4 | $3.1M | Buy |
13,917
+2,085
| +18% | +$464K | 0.18% | 63 |
|
|
2020
Q3 | $2.97M | Sell |
11,832
-280
| -2% | -$70.4K | 0.2% | 57 |
|
|
2020
Q2 | $2.27M | Buy |
12,112
+177
| +1% | +$33.2K | 0.17% | 63 |
|
|
2020
Q1 | $1.72M | Buy |
11,935
+700
| +6% | +$101K | 0.15% | 66 |
|
|
2019
Q4 | $1.83M | Buy |
11,235
+905
| +9% | +$147K | 0.12% | 73 |
|
|
2019
Q3 | $1.53M | Buy |
10,330
+1,505
| +17% | +$223K | 0.11% | 77 |
|
|
2019
Q2 | $1.34M | Buy |
8,825
+1,030
| +13% | +$156K | 0.1% | 80 |
|
|
2019
Q1 | $1.23M | Buy |
7,795
+175
| +2% | +$27.7K | 0.09% | 79 |
|
|
2018
Q4 | $1.04M | Buy |
7,620
+335
| +5% | +$45.9K | 0.09% | 81 |
|
|
2018
Q3 | $1.16M | Sell |
7,285
-185
| -2% | -$29.4K | 0.08% | 83 |
|
|
2018
Q2 | $1.02M | Buy |
7,470
+2,000
| +37% | +$273K | 0.08% | 83 |
|
|
2018
Q1 | $636K | Buy |
+5,470
| New | +$636K | 0.05% | 95 |
|