FA
FDx Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,041
| Closed | -$279K | – | 182 |
|
|
2025
Q1 | $279K | Sell |
1,041
-64
| -6% | -$17.2K | 0.09% | 139 |
|
|
2024
Q4 | $369K | Sell |
1,105
-161
| -13% | -$53.8K | 0.11% | 119 |
|
|
2024
Q3 | $347K | Sell |
1,266
-139
| -10% | -$38.1K | 0.09% | 130 |
|
|
2024
Q2 | $361K | Sell |
1,405
-20,195
| -93% | -$5.19M | 0.1% | 125 |
|
|
2024
Q1 | $6.51M | Sell |
21,600
-12,586
| -37% | -$3.79M | 0.99% | 21 |
|
|
2023
Q4 | $9M | Buy |
34,186
+1,117
| +3% | +$294K | 0.7% | 27 |
|
|
2023
Q3 | $6.71M | Sell |
33,069
-21,214
| -39% | -$4.3M | 0.56% | 42 |
|
|
2023
Q2 | $11.5M | Sell |
54,283
-194,830
| -78% | -$41.2M | 0.63% | 35 |
|
|
2023
Q1 | $33M | Hold |
249,113
| – | – | 1.44% | 13 |
|
|
2022
Q4 | $33M | Sell |
249,113
-22,474
| -8% | -$2.98M | 1.44% | 13 |
|
|
2022
Q3 | $39.1M | Sell |
271,587
-11,474
| -4% | -$1.65M | 1.75% | 11 |
|
|
2022
Q2 | $46.7M | Sell |
283,061
-5,487
| -2% | -$906K | 1.75% | 10 |
|
|
2022
Q1 | $61.3M | Buy |
288,548
+4,261
| +1% | +$905K | 2.08% | 9 |
|
|
2021
Q4 | $72.2M | Buy |
284,287
+19,087
| +7% | +$4.85M | 2% | 8 |
|
|
2021
Q3 | $71.9M | Buy |
265,200
+16,521
| +7% | +$4.48M | 2.29% | 6 |
|
|
2021
Q2 | $60.7M | Buy |
248,679
+11,121
| +5% | +$2.72M | 2.02% | 8 |
|
|
2021
Q1 | $50.3M | Buy |
237,558
+63,806
| +37% | +$13.5M | 1.9% | 10 |
|
|
2020
Q4 | $38.7M | Sell |
173,752
-7,909
| -4% | -$1.76M | 1.59% | 14 |
|
|
2020
Q3 | $45.7M | Buy |
181,661
+12,178
| +7% | +$3.06M | 2.14% | 7 |
|
|
2020
Q2 | $31.7M | Buy |
169,483
+11,287
| +7% | +$2.11M | 1.66% | 12 |
|
|
2020
Q1 | $22.8M | Buy |
158,196
+79,979
| +102% | +$11.5M | 1.48% | 15 |
|
|
2019
Q4 | $12.7M | Buy |
78,217
+64,652
| +477% | +$10.5M | 0.7% | 36 |
|
|
2019
Q3 | $2.01M | Sell |
13,565
-7,295
| -35% | -$1.08M | 0.14% | 132 |
|
|
2019
Q2 | $3.17M | Buy |
20,860
+3,006
| +17% | +$456K | 0.12% | 140 |
|
|
2019
Q1 | $2.83M | Buy |
17,854
+11,109
| +165% | +$1.76M | 0.11% | 142 |
|
|
2018
Q4 | $924K | Sell |
6,745
-10,274
| -60% | -$1.41M | 0.08% | 196 |
|
|
2018
Q3 | $2.71M | Buy |
17,019
+2,878
| +20% | +$458K | 0.1% | 156 |
|
|
2018
Q2 | $1.93M | Sell |
14,141
-17,622
| -55% | -$2.4M | 0.07% | 226 |
|
|
2018
Q1 | $3.69M | Sell |
31,763
-957
| -3% | -$111K | 0.11% | 149 |
|
|
2017
Q4 | $3.35M | Sell |
32,720
-966
| -3% | -$98.8K | 0.09% | 192 |
|
|
2017
Q3 | $3.15M | Sell |
33,686
-1,615
| -5% | -$151K | 0.09% | 193 |
|
|
2017
Q2 | $3.06M | Sell |
35,301
-1,391
| -4% | -$120K | 0.09% | 186 |
|
|
2017
Q1 | $3.03M | Sell |
36,692
-5,408
| -13% | -$446K | 0.09% | 204 |
|
|
2016
Q4 | $2.88M | Buy |
42,100
+8,293
| +25% | +$568K | 0.08% | 220 |
|
|
2016
Q3 | $2.41M | Buy |
33,807
+1,110
| +3% | +$79.2K | 0.1% | 168 |
|
|
2016
Q2 | $2.6M | Sell |
32,697
-1,680
| -5% | -$133K | 0.12% | 155 |
|
|
2016
Q1 | $2.54M | Sell |
34,377
-3,862
| -10% | -$285K | 0.12% | 158 |
|
|
2015
Q4 | $3M | Buy |
38,239
+8,756
| +30% | +$686K | 0.14% | 129 |
|
|
2015
Q3 | $2.05M | Sell |
29,483
-5,342
| -15% | -$371K | 0.18% | 115 |
|
|
2015
Q2 | $2.42M | Sell |
34,825
-1,575
| -4% | -$110K | 0.12% | 142 |
|
|
2015
Q1 | $2.43M | Sell |
36,400
-3,075
| -8% | -$205K | 0.05% | 284 |
|
|
2014
Q4 | $2.34M | Sell |
39,475
-3,224
| -8% | -$191K | 0.14% | 122 |
|
|
2014
Q3 | $2.46M | Buy |
42,699
+7,425
| +21% | +$427K | 0.16% | 134 |
|
|
2014
Q2 | $2.05M | Buy |
35,274
+4,828
| +16% | +$280K | 0.13% | 174 |
|
|
2014
Q1 | $1.74M | Buy |
30,446
+18,636
| +158% | +$1.06M | 0.15% | 154 |
|
|
2013
Q4 | $653K | Buy |
11,810
+7,529
| +176% | +$416K | 0.07% | 295 |
|
|
2013
Q3 | $222K | Sell |
4,281
-6,948
| -62% | -$360K | 0.03% | 525 |
|
|
2013
Q2 | $429K | Buy |
+11,229
| New | +$429K | 0.06% | 292 |
|