Dixon Hubard Feinour & Brown’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$5.1M Sell
2022
Q1
$6.86M Sell
2021
Q4
$8.3M Buy
2021
Q3
$428K Buy
2021
Q2
$310K Sell
2021
Q1
$464K Buy
2020
Q4
$210K Hold
2020
Q3
$210K Buy