DOA
D'Orazio & Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
2,140
+52
| +2% | +$14.2K | 0.08% | 94 |
|
|
2025
Q1 | $560K | Buy |
2,088
+75
| +4% | +$20.1K | 0.09% | 87 |
|
|
2024
Q4 | $673K | Buy |
2,013
+44
| +2% | +$14.7K | 0.1% | 73 |
|
|
2024
Q3 | $539K | Sell |
1,969
-2
| -0.1% | -$548 | 0.08% | 84 |
|
|
2024
Q2 | $507K | Buy |
1,971
+4
| +0.2% | +$1.03K | 0.08% | 84 |
|
|
2024
Q1 | $592K | Sell |
1,967
-1
| -0.1% | -$301 | 0.1% | 72 |
|
|
2023
Q4 | $518K | Buy |
1,968
+193
| +11% | +$50.8K | 0.09% | 73 |
|
|
2023
Q3 | $360K | Buy |
1,775
+148
| +9% | +$30K | 0.08% | 84 |
|
|
2023
Q2 | $344K | Buy |
1,627
+439
| +37% | +$92.7K | 0.08% | 91 |
|
|
2023
Q1 | $237K | Buy |
+1,188
| New | +$237K | 0.06% | 109 |
|
|
2021
Q4 | – | Sell |
-799
| Closed | -$217K | – | 230 |
|
|
2021
Q3 | $217K | Buy |
799
+231
| +41% | +$62.7K | 0.05% | 84 |
|
|
2021
Q2 | $139K | Hold |
568
| – | – | 0.04% | 104 |
|
|
2021
Q1 | $120K | Buy |
+568
| New | +$120K | 0.03% | 102 |
|