CIBC Private Wealth Group’s Freshworks FRSH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.72M Sell
450,425
-21,300
-5% -$318K 0.01% 390
2025
Q1
$5.7M Sell
471,725
-9,390
-2% -$113K 0.01% 383
2024
Q4
$7.77M Sell
481,115
-7,137
-1% -$115K 0.01% 360
2024
Q3
$5.61M Buy
488,252
+22,768
+5% +$261K 0.01% 410
2024
Q2
$5.91M Buy
465,484
+123,561
+36% +$1.57M 0.01% 384
2024
Q1
$6.24M Sell
341,923
-94,564
-22% -$1.73M 0.01% 382
2023
Q4
$10.3M Buy
436,487
+23,428
+6% +$550K 0.02% 312
2023
Q3
$8.23M Sell
413,059
-1,572
-0.4% -$31.3K 0.02% 333
2023
Q2
$7.29M Sell
414,631
-5,436
-1% -$95.6K 0.02% 359
2023
Q1
$34.5M Buy
420,067
+39,672
+10% +$3.25M 0.08% 197
2022
Q4
$5.6M Buy
380,395
+149,687
+65% +$2.2M 0.02% 322
2022
Q3
$2.99M Buy
230,708
+49,171
+27% +$638K 0.01% 427
2022
Q2
$2.39M Buy
+181,537
New +$2.39M 0.01% 462