Crewe Advisors’s Domo DOMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.2K | Hold |
12,799
| – | – | ﹤0.01% | 400 |
|
|
2025
Q4 | $108K | Hold |
12,799
| – | – | 0.01% | 275 |
|
|
2025
Q3 | $203K | Hold |
12,799
| – | – | 0.02% | 206 |
|
|
2025
Q2 | $179K | Hold |
12,799
| – | – | 0.03% | 162 |
|
|
2025
Q1 | $99.3K | Hold |
12,799
| – | – | 0.01% | 203 |
|
|
2024
Q4 | $90.6K | Sell |
12,799
-350
| -3% | -$2.83K | 0.01% | 219 |
|
|
2024
Q3 | $98.7K | Hold |
13,149
| – | – | 0.01% | 231 |
|
|
2024
Q2 | $102K | Hold |
13,149
| – | – | 0.01% | 267 |
|
|
2024
Q1 | $117K | Buy |
13,149
+1,250
| +11% | +$13K | 0.01% | 250 |
|
|
2023
Q4 | $122K | Sell |
11,899
-250
| -2% | -$2.31K | 0.02% | 92 |
|
|
2023
Q3 | $119K | Buy |
12,149
+4,883
| +67% | +$67.8K | 0.02% | 99 |
|
|
2023
Q2 | $107K | Hold |
7,266
| – | – | 0.02% | 196 |
|
|
2023
Q1 | $103K | Buy |
7,266
+6,672
| +1,123% | +$94K | 0.02% | 226 |
|
|
2022
Q4 | $8.46K | Sell |
594
-4,643
| -89% | -$72K | ﹤0.01% | 584 |
|
|
2022
Q3 | $94K | Hold |
5,237
| – | – | 0.02% | 232 |
|
|
2022
Q2 | $146K | Hold |
5,237
| – | – | 0.03% | 171 |
|
|
2022
Q1 | $265K | Buy |
5,237
+236
| +5% | +$10.7K | 0.05% | 89 |
|
|
2021
Q4 | $248K | Buy |
5,001
+941
| +23% | +$69.2K | 0.05% | 74 |
|
|
2021
Q3 | $343K | Hold |
4,060
| – | – | 0.08% | 46 |
|
|
2021
Q2 | $328K | Buy |
4,060
+3,523
| +656% | +$231K | 0.08% | 46 |
|
|
2021
Q1 | $30K | Hold |
537
| – | – | 0.01% | 186 |
|
|
2020
Q4 | $34K | Sell |
537
-661
| -55% | -$28.5K | 0.01% | 162 |
|
|
2020
Q3 | $46K | Buy |
1,198
+221
| +23% | +$7.97K | 0.02% | 134 |
|
|
2020
Q2 | $31K | Sell |
977
-1,680
| -63% | -$37.4K | 0.02% | 124 |
|
|
2020
Q1 | $26K | Hold |
2,657
| – | – | 0.02% | 113 |
|
|
2019
Q4 | $58K | Hold |
2,657
| – | – | 0.03% | 104 |
|
|
2019
Q3 | $42K | Buy |
2,657
+316
| +13% | +$7.63K | 0.02% | 127 |
|
|
2019
Q2 | $64K | Hold |
2,341
| – | – | 0.02% | 133 |
|
|
2019
Q1 | $94K | Buy |
+2,341
| New | +$71.8K | 0.03% | 90 |
|
Other funds holding DOMO
RFM
VPM
VCM
VCM
PCM
