First Capital Advisors Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$366K Sell
2023
Q1
$348K Sell
2022
Q4
$232K Sell
2022
Q3
$281K Buy
2022
Q2
$311K Buy
2018
Q4
Sell
2018
Q3
$229K Buy
2018
Q2
Sell
2018
Q1
$86K Buy