BDFN
Bond & Devick Financial Network’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
4,367
+235
| +6% | +$64.1K | 0.4% | 37 |
|
|
2025
Q1 | $1.11M | Buy |
4,132
+261
| +7% | +$70K | 0.4% | 38 |
|
|
2024
Q4 | $1.06M | Hold |
3,871
| – | – | 0.45% | 41 |
|
|
2024
Q3 | $1.06M | Hold |
3,871
| – | – | 0.45% | 41 |
|
|
2024
Q2 | $995K | Buy |
3,871
+150
| +4% | +$38.6K | 0.53% | 35 |
|
|
2024
Q1 | $1.12M | Hold |
3,721
| – | – | 0.61% | 25 |
|
|
2023
Q4 | $979K | Sell |
3,721
-226
| -6% | -$59.5K | 0.56% | 34 |
|
|
2023
Q3 | $800K | Hold |
3,947
| – | – | 0.51% | 38 |
|
|
2023
Q2 | $834K | Sell |
3,947
-50
| -1% | -$10.6K | 0.52% | 36 |
|
|
2023
Q1 | $799K | Hold |
3,997
| – | – | 0.51% | 40 |
|
|
2022
Q4 | $530K | Sell |
3,997
-632
| -14% | -$83.8K | 0.38% | 55 |
|
|
2022
Q3 | $666K | Sell |
4,629
-465
| -9% | -$66.9K | 0.55% | 45 |
|
|
2022
Q2 | $841K | Buy |
5,094
+106
| +2% | +$17.5K | 0.74% | 35 |
|
|
2022
Q1 | $1.06M | Sell |
4,988
-27
| -0.5% | -$5.73K | 0.85% | 26 |
|
|
2021
Q4 | $1.27M | Sell |
5,015
-100
| -2% | -$25.4K | 0.96% | 21 |
|
|
2021
Q3 | $1.39M | Hold |
5,115
| – | – | 1.15% | 17 |
|
|
2021
Q2 | $1.25M | Buy |
5,115
+75
| +1% | +$18.3K | 1.03% | 20 |
|
|
2021
Q1 | $1.07M | Buy |
5,040
+185
| +4% | +$39.2K | 0.99% | 26 |
|
|
2020
Q4 | $1.08M | Buy |
+4,855
| New | +$1.08M | 1.23% | 20 |
|