EFG
Everhart Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
5,429
-685
| -11% | -$187K | 0.17% | 83 |
|
|
2025
Q1 | $1.64M | Buy |
6,114
+363
| +6% | +$97.4K | 0.22% | 58 |
|
|
2024
Q4 | $1.92M | Buy |
5,751
+665
| +13% | +$222K | 0.4% | 46 |
|
|
2024
Q3 | $1.39M | Buy |
5,086
+715
| +16% | +$196K | 0.31% | 59 |
|
|
2024
Q2 | $1.12M | Sell |
4,371
-3
| -0.1% | -$771 | 0.29% | 67 |
|
|
2024
Q1 | $1.32M | Buy |
4,374
+566
| +15% | +$170K | 0.38% | 46 |
|
|
2023
Q4 | $1M | Buy |
3,808
+208
| +6% | +$54.7K | 0.36% | 58 |
|
|
2023
Q3 | $730K | Buy |
3,600
+212
| +6% | +$43K | 0.31% | 69 |
|
|
2023
Q2 | $716K | Buy |
3,388
+421
| +14% | +$88.9K | 0.3% | 69 |
|
|
2023
Q1 | $593K | Buy |
+2,967
| New | +$593K | 0.27% | 78 |
|
|
2022
Q4 | – | Sell |
-1,550
| Closed | -$223K | – | 198 |
|
|
2022
Q3 | $223K | Sell |
1,550
-2,204
| -59% | -$317K | 0.12% | 166 |
|
|
2022
Q2 | $620K | Buy |
3,754
+2,602
| +226% | +$430K | 0.38% | 55 |
|
|
2022
Q1 | $245K | Sell |
1,152
-666
| -37% | -$142K | 0.14% | 105 |
|
|
2021
Q4 | $462K | Buy |
1,818
+181
| +11% | +$46K | 0.28% | 63 |
|
|
2021
Q3 | $444K | Buy |
1,637
+245
| +18% | +$66.5K | 0.3% | 62 |
|
|
2021
Q2 | $340K | Buy |
+1,392
| New | +$340K | 0.23% | 69 |
|