Eads & Heald Wealth 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
$911K Buy
2025
Q1
$835K Buy
2024
Q4
$957K Buy
2024
Q3
$778K Buy
2024
Q2
$677K Buy
2024
Q1
$733K Buy
2023
Q4
$495K Sell
2023
Q3
$404K Sell
2023
Q2
$442K Sell
2023
Q1
$484K Sell
2022
Q4
$348K Sell
2022
Q3
$613K Buy
2022
Q2
$338K Sell
2022
Q1
$610K Sell
2021
Q4
$1.17M Buy
2021
Q3
$1.24M Buy
2021
Q2
$1.09M Sell
2021
Q1
$968K Buy
2020
Q4
$990K Buy