Buckingham Strategic Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.03M | Buy |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.47M | Sell |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $660K | Hold |
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|
2022
Q4 | $660K | Sell |
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|
2022
Q3 | $756K | Buy |
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|
2022
Q2 | $795K | Buy |
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|
2022
Q1 | $930K | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $914K | Buy |
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|
2021
Q1 | $761K | Sell |
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|
2020
Q4 | $842K | Buy |
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|
2020
Q3 | $811K | Buy |
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|
2020
Q2 | $554K | Sell |
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|
2020
Q1 | $672K | Buy |
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|
2019
Q4 | $749K | Buy |
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|
2019
Q3 | $445K | Sell |
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|
2019
Q2 | $564K | Buy |
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|
2019
Q1 | $510K | Buy |
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|
2018
Q4 | $417K | Buy |
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|
2018
Q3 | $433K | Sell |
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|
2018
Q2 | $466K | Buy |
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|
2018
Q1 | $367K | Buy |
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|
2017
Q4 | $228K | Sell |
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|
2017
Q3 | $213K | Buy |
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