First United Bank & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
4,650
+175
| +4% | +$47.7K | 0.44% | 59 |
|
|
2025
Q1 | $1.2M | Sell |
4,475
-64
| -1% | -$17.2K | 0.45% | 58 |
|
|
2024
Q4 | $1.52M | Buy |
4,539
+75
| +2% | +$25.1K | 0.55% | 53 |
|
|
2024
Q3 | $1.22M | Sell |
4,464
-113
| -2% | -$30.9K | 0.44% | 61 |
|
|
2024
Q2 | $1.18M | Buy |
4,577
+45
| +1% | +$11.6K | 0.44% | 64 |
|
|
2024
Q1 | $1.36M | Buy |
4,532
+10
| +0.2% | +$3.01K | 0.51% | 58 |
|
|
2023
Q4 | $1.19M | Buy |
4,522
+340
| +8% | +$89.5K | 0.48% | 60 |
|
|
2023
Q3 | $848K | Buy |
4,182
+95
| +2% | +$19.3K | 0.39% | 70 |
|
|
2023
Q2 | $863K | Sell |
4,087
-40
| -1% | -$8.45K | 0.38% | 71 |
|
|
2023
Q1 | $824K | Sell |
4,127
-215
| -5% | -$43K | 0.39% | 73 |
|
|
2022
Q4 | $576K | Sell |
4,342
-491
| -10% | -$65.1K | 0.28% | 85 |
|
|
2022
Q3 | $695K | Sell |
4,833
-145
| -3% | -$20.9K | 0.35% | 74 |
|
|
2022
Q2 | $822K | Sell |
4,978
-234
| -4% | -$38.6K | 0.38% | 73 |
|
|
2022
Q1 | $1.11M | Sell |
5,212
-270
| -5% | -$57.3K | 0.44% | 63 |
|
|
2021
Q4 | $1.39M | Buy |
5,482
+25
| +0.5% | +$6.35K | 0.51% | 61 |
|
|
2021
Q3 | $1.48M | Buy |
5,457
+170
| +3% | +$46.1K | 0.6% | 51 |
|
|
2021
Q2 | $1.29M | Sell |
5,287
-342
| -6% | -$83.5K | 0.54% | 55 |
|
|
2021
Q1 | $1.19M | Buy |
5,629
+670
| +14% | +$142K | 0.51% | 61 |
|
|
2020
Q4 | $1.1M | Buy |
4,959
+77
| +2% | +$17.1K | 0.53% | 60 |
|
|
2020
Q3 | $1.23M | Sell |
4,882
-10
| -0.2% | -$2.51K | 0.69% | 51 |
|
|
2020
Q2 | $916K | Sell |
4,892
-50
| -1% | -$9.36K | 0.54% | 64 |
|
|
2020
Q1 | $712K | Buy |
4,942
+1,183
| +31% | +$170K | 0.51% | 67 |
|
|
2019
Q4 | $611K | Buy |
3,759
+159
| +4% | +$25.8K | 0.35% | 81 |
|
|
2019
Q3 | $534K | Buy |
3,600
+90
| +3% | +$13.4K | 0.34% | 86 |
|
|
2019
Q2 | $533K | Buy |
3,510
+435
| +14% | +$66.1K | 0.31% | 85 |
|
|
2019
Q1 | $487K | Buy |
3,075
+1,190
| +63% | +$188K | 0.3% | 86 |
|
|
2018
Q4 | $258K | Buy |
+1,885
| New | +$258K | 0.18% | 104 |
|