CAPTRUST Financial Advisors’s Freshworks FRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,111
| Closed | -$143K | – | 2544 |
|
|
2025
Q1 | $143K | Buy |
+10,111
| New | +$143K | ﹤0.01% | 2207 |
|
|
2024
Q1 | – | Sell |
-19,852
| Closed | -$466K | – | 2334 |
|
|
2023
Q4 | $466K | Buy |
19,852
+1,574
| +9% | +$37K | ﹤0.01% | 1783 |
|
|
2023
Q3 | $364K | Buy |
+18,278
| New | +$364K | ﹤0.01% | 1867 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$1K | – | 2787 |
|
|
2022
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4674 |
|