CPIA
Cornell Pochily Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
6,778
+564
| +9% | +$154K | 0.6% | 49 |
|
|
2025
Q1 | $1.67M | Buy |
6,214
+165
| +3% | +$44.3K | 0.59% | 50 |
|
|
2024
Q4 | $2.02M | Sell |
6,049
-51
| -0.8% | -$17.1K | 0.71% | 37 |
|
|
2024
Q3 | $1.67M | Sell |
6,100
-70
| -1% | -$19.2K | 0.58% | 48 |
|
|
2024
Q2 | $1.59M | Buy |
6,170
+671
| +12% | +$173K | 0.6% | 44 |
|
|
2024
Q1 | $1.66M | Sell |
5,499
-123
| -2% | -$37K | 0.66% | 45 |
|
|
2023
Q4 | $1.48M | Buy |
5,622
+70
| +1% | +$18.4K | 0.61% | 49 |
|
|
2023
Q3 | $1.13M | Sell |
5,552
-20
| -0.4% | -$4.06K | 0.49% | 57 |
|
|
2023
Q2 | $1.18M | Sell |
5,572
-10
| -0.2% | -$2.11K | 0.48% | 61 |
|
|
2023
Q1 | $1.12M | Buy |
5,582
+140
| +3% | +$28K | 0.48% | 64 |
|
|
2022
Q4 | $722K | Sell |
5,442
-215
| -4% | -$28.5K | 0.32% | 93 |
|
|
2022
Q3 | $814K | Sell |
5,657
-97
| -2% | -$14K | 0.36% | 78 |
|
|
2022
Q2 | $950K | Buy |
5,754
+35
| +0.6% | +$5.78K | 0.42% | 72 |
|
|
2022
Q1 | $1.21M | Buy |
5,719
+858
| +18% | +$182K | 0.47% | 64 |
|
|
2021
Q4 | $1.24M | Buy |
4,861
+260
| +6% | +$66.1K | 0.48% | 56 |
|
|
2021
Q3 | $1.25M | Buy |
4,601
+155
| +3% | +$42K | 0.54% | 50 |
|
|
2021
Q2 | $1.09M | Buy |
4,446
+222
| +5% | +$54.2K | 0.48% | 59 |
|
|
2021
Q1 | $895K | Buy |
4,224
+324
| +8% | +$68.7K | 0.43% | 64 |
|
|
2020
Q4 | $868K | Buy |
3,900
+100
| +3% | +$22.3K | 0.42% | 67 |
|
|
2020
Q3 | $955K | Sell |
3,800
-318
| -8% | -$79.9K | 0.55% | 48 |
|
|
2020
Q2 | $771K | Buy |
4,118
+75
| +2% | +$14K | 0.48% | 59 |
|
|
2020
Q1 | $582K | Buy |
4,043
+60
| +2% | +$8.64K | 0.43% | 63 |
|
|
2019
Q4 | $648K | Sell |
3,983
-50
| -1% | -$8.14K | 0.39% | 71 |
|
|
2019
Q3 | $599K | Buy |
4,033
+70
| +2% | +$10.4K | 0.38% | 73 |
|
|
2019
Q2 | $601 | Buy |
3,963
+765
| +24% | +$116 | 0.15% | 80 |
|
|
2019
Q1 | $506K | Sell |
3,198
-220
| -6% | -$34.8K | 0.35% | 78 |
|
|
2018
Q4 | $468K | Buy |
3,418
+625
| +22% | +$85.6K | 0.3% | 84 |
|
|
2018
Q3 | $444K | Buy |
2,793
+345
| +14% | +$54.8K | 0.3% | 86 |
|
|
2018
Q2 | $333K | Buy |
2,448
+468
| +24% | +$63.7K | 0.23% | 100 |
|
|
2018
Q1 | $230K | Buy |
+1,980
| New | +$230K | 0.16% | 118 |
|