FAG
Fortitude Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
1,087
+60
| +6% | +$16.4K | 0.17% | 137 |
|
|
2025
Q1 | $257K | Sell |
1,027
-74
| -7% | -$18.5K | 0.18% | 140 |
|
|
2024
Q4 | $368K | Sell |
1,101
-160
| -13% | -$53.5K | 0.22% | 96 |
|
|
2024
Q3 | $345K | Hold |
1,261
| – | – | 0.22% | 113 |
|
|
2024
Q2 | $324K | Sell |
1,261
-2,042
| -62% | -$525K | 0.19% | 110 |
|
|
2024
Q1 | $995K | Sell |
3,303
-830
| -20% | -$250K | 0.56% | 27 |
|
|
2023
Q4 | $1.09M | Sell |
4,133
-121
| -3% | -$31.8K | 0.66% | 26 |
|
|
2023
Q3 | $863K | Sell |
4,254
-504
| -11% | -$102K | 0.58% | 30 |
|
|
2023
Q2 | $1.01M | Sell |
4,758
-470
| -9% | -$99.3K | 0.74% | 24 |
|
|
2023
Q1 | $1.04M | Sell |
5,228
-222
| -4% | -$44.4K | 0.81% | 21 |
|
|
2022
Q4 | $723K | Buy |
5,450
+122
| +2% | +$16.2K | 0.62% | 37 |
|
|
2022
Q3 | $766K | Buy |
5,328
+30
| +0.6% | +$4.31K | 0.73% | 30 |
|
|
2022
Q2 | $874K | Sell |
5,298
-137
| -3% | -$22.6K | 0.8% | 23 |
|
|
2022
Q1 | $1.15M | Buy |
5,435
+273
| +5% | +$58K | 0.61% | 18 |
|
|
2021
Q4 | $1.31M | Buy |
+5,162
| New | +$1.31M | 0.66% | 18 |
|