CPC
Consolidated Planning Corp’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-755
| Closed | -$203K | – | 186 |
|
|
2025
Q1 | $203K | Hold |
755
| – | – | 0.03% | 180 |
|
|
2024
Q4 | $252K | Buy |
755
+1
| +0.1% | +$334 | 0.03% | 181 |
|
|
2024
Q3 | $206K | Buy |
+754
| New | +$206K | 0.03% | 194 |
|
|
2024
Q2 | – | Sell |
-38,597
| Closed | -$11.6M | – | 189 |
|
|
2024
Q1 | $11.6M | Sell |
38,597
-1,068
| -3% | -$322K | 1.99% | 10 |
|
|
2023
Q4 | $10.4M | Buy |
39,665
+29,604
| +294% | +$7.79M | 1.94% | 9 |
|
|
2023
Q3 | $2.04M | Buy |
+10,061
| New | +$2.04M | 0.45% | 60 |
|
|
2022
Q3 | – | Sell |
-10,117
| Closed | -$1.67M | – | 114 |
|
|
2022
Q2 | $1.67M | Buy |
+10,117
| New | +$1.67M | 0.52% | 51 |
|
|
2021
Q4 | – | Sell |
-444
| Closed | -$120K | – | 143 |
|
|
2021
Q3 | $120K | Buy |
+444
| New | +$120K | 0.08% | 87 |
|