CCA
Checchi Capital Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Sell |
16,358
-973
| -6% | -$265K | 0.25% | 74 |
|
|
2025
Q1 | $4.65M | Buy |
17,331
+522
| +3% | +$140K | 0.25% | 70 |
|
|
2024
Q4 | $5.62M | Sell |
16,809
-4,388
| -21% | -$1.47M | 0.33% | 59 |
|
|
2024
Q3 | $5.8M | Buy |
21,197
+548
| +3% | +$150K | 0.32% | 55 |
|
|
2024
Q2 | $5.31M | Sell |
20,649
-1,181
| -5% | -$304K | 0.27% | 57 |
|
|
2024
Q1 | $6.57M | Buy |
21,830
+357
| +2% | +$108K | 0.51% | 56 |
|
|
2023
Q4 | $5.65M | Sell |
21,473
-157
| -0.7% | -$41.3K | 0.46% | 59 |
|
|
2023
Q3 | $4.39M | Sell |
21,630
-175
| -0.8% | -$35.5K | 0.41% | 61 |
|
|
2023
Q2 | $4.61M | Buy |
21,805
+1,573
| +8% | +$332K | 0.41% | 59 |
|
|
2023
Q1 | $4.04M | Buy |
20,232
+11
| +0.1% | +$2.2K | 0.39% | 61 |
|
|
2022
Q4 | $2.68M | Sell |
20,221
-1,506
| -7% | -$200K | 0.28% | 78 |
|
|
2022
Q3 | $3.13M | Buy |
21,727
+12,344
| +132% | +$1.78M | 0.29% | 77 |
|
|
2022
Q2 | $1.73M | Buy |
9,383
+1,645
| +21% | +$303K | 0.15% | 110 |
|
|
2022
Q1 | $1.64M | Buy |
7,738
+283
| +4% | +$60.1K | 0.14% | 104 |
|
|
2021
Q4 | $1.9M | Sell |
7,455
-7
| -0.1% | -$1.78K | 0.17% | 97 |
|
|
2021
Q3 | $2.02M | Sell |
7,462
-350
| -4% | -$94.9K | 0.2% | 81 |
|
|
2021
Q2 | $1.91M | Sell |
7,812
-13,109
| -63% | -$3.2M | 0.19% | 93 |
|
|
2021
Q1 | $4.43M | Buy |
20,921
+229
| +1% | +$48.5K | 0.44% | 37 |
|
|
2020
Q4 | $4.61M | Sell |
20,692
-1,328
| -6% | -$296K | 0.47% | 32 |
|
|
2020
Q3 | $5.53M | Buy |
22,020
+14,644
| +199% | +$3.68M | 0.61% | 19 |
|
|
2020
Q2 | $1.38M | Buy |
7,376
+542
| +8% | +$102K | 0.17% | 85 |
|
|
2020
Q1 | $984K | Sell |
6,834
-57
| -0.8% | -$8.21K | 0.09% | 92 |
|
|
2019
Q4 | $1.12M | Buy |
6,891
+895
| +15% | +$146K | 0.15% | 97 |
|
|
2019
Q3 | $890K | Buy |
5,996
+286
| +5% | +$42.5K | 0.12% | 109 |
|
|
2019
Q2 | $866K | Buy |
5,710
+805
| +16% | +$122K | 0.11% | 115 |
|
|
2019
Q1 | $777K | Sell |
4,905
-95
| -2% | -$15K | 0.09% | 118 |
|
|
2018
Q4 | $685K | Sell |
5,000
-1,231
| -20% | -$169K | 0.09% | 124 |
|
|
2018
Q3 | $991K | Buy |
6,231
+429
| +7% | +$68.2K | 0.11% | 111 |
|
|
2018
Q2 | $791K | Buy |
5,802
+146
| +3% | +$19.9K | 0.1% | 126 |
|
|
2018
Q1 | $658K | Buy |
5,656
+250
| +5% | +$29.1K | 0.09% | 142 |
|
|
2017
Q4 | $553K | Buy |
5,406
+1,055
| +24% | +$108K | 0.07% | 170 |
|
|
2017
Q3 | $406K | Sell |
4,351
-198
| -4% | -$18.5K | 0.04% | 202 |
|
|
2017
Q2 | $394K | Sell |
4,549
-636
| -12% | -$55.1K | 0.04% | 211 |
|
|
2017
Q1 | $428K | Buy |
5,185
+451
| +10% | +$37.2K | 0.05% | 193 |
|
|
2016
Q4 | $324K | Sell |
4,734
-412
| -8% | -$28.2K | 0.04% | 240 |
|
|
2016
Q3 | $367K | Buy |
5,146
+902
| +21% | +$64.3K | 0.04% | 207 |
|
|
2016
Q2 | $337K | Buy |
4,244
+159
| +4% | +$12.6K | 0.04% | 212 |
|
|
2016
Q1 | $302K | Sell |
4,085
-642
| -14% | -$47.5K | 0.07% | 230 |
|
|
2015
Q4 | $371K | Buy |
4,727
+762
| +19% | +$59.8K | 0.09% | 189 |
|
|
2015
Q3 | $275K | Buy |
3,965
+268
| +7% | +$18.6K | 0.07% | 227 |
|
|
2015
Q2 | $257K | Sell |
3,697
-405
| -10% | -$28.2K | 0.07% | 261 |
|
|
2015
Q1 | $274K | Buy |
4,102
+590
| +17% | +$39.4K | 0.08% | 241 |
|
|
2014
Q4 | $208K | Buy |
+3,512
| New | +$208K | 0.08% | 283 |
|