BNC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $4.47M | Buy |
|
|||||
|
2024
Q1 | $4.42M | Buy |
|
|||||
|
2023
Q4 | $3.73M | Buy |
|
|||||
|
2023
Q3 | $2.16M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $1.79M | Sell |
|
|||||
|
2021
Q4 | $2.27M | Buy |
|
|||||
|
2021
Q3 | $2.18M | Buy |
|
|||||
|
2021
Q2 | $1.92M | Buy |
|
|||||
|
2021
Q1 | $1.61M | Buy |
|
|||||
|
2020
Q4 | $1.64M | Sell |
|
|||||
|
2020
Q3 | $2.29M | Buy |
|