Costello Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.12K | Sell |
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2025
Q1 | $11.8K | Sell |
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2024
Q4 | $23.1K | Hold |
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2024
Q3 | $18.9K | Hold |
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2024
Q2 | $17.7K | Hold |
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2024
Q1 | $20.8K | Hold |
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2023
Q4 | $18.2K | Hold |
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2023
Q3 | $14K | Hold |
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2023
Q2 | $14.6K | Hold |
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2023
Q1 | $13.8K | Hold |
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2022
Q4 | $9.15K | Sell |
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2022
Q3 | $21K | Hold |
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2022
Q2 | $24K | Hold |
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2022
Q1 | $30K | Hold |
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2021
Q4 | $36K | Sell |
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2021
Q3 | $42K | Buy |
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2021
Q2 | $21K | Hold |
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2021
Q1 | $18K | Buy |
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