Fortitude Advisory Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
2025
Q1
$257K Sell
2024
Q4
$368K Sell
2024
Q3
$345K Hold
2024
Q2
$324K Sell
2024
Q1
$995K Sell
2023
Q4
$1.09M Sell
2023
Q3
$863K Sell
2023
Q2
$1.01M Sell
2023
Q1
$1.04M Sell
2022
Q4
$723K Buy
2022
Q3
$766K Buy
2022
Q2
$874K Sell
2022
Q1
$1.15M Buy
2021
Q4
$1.31M Buy