FFA
Fragasso Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Buy |
15,924
+3,909
| +33% | +$1.07M | 0.29% | 36 |
|
|
2025
Q1 | $3.22M | Sell |
12,015
-8,846
| -42% | -$2.37M | 0.24% | 48 |
|
|
2024
Q4 | $6.97M | Sell |
20,861
-1,652
| -7% | -$552K | 0.53% | 28 |
|
|
2024
Q3 | $6.16M | Buy |
22,513
+519
| +2% | +$142K | 0.47% | 31 |
|
|
2024
Q2 | $5.65M | Sell |
21,994
-2,054
| -9% | -$528K | 0.47% | 32 |
|
|
2024
Q1 | $7.24M | Sell |
24,048
-429
| -2% | -$129K | 0.61% | 27 |
|
|
2023
Q4 | $6.44M | Sell |
24,477
-1,122
| -4% | -$295K | 0.59% | 25 |
|
|
2023
Q3 | $5.19M | Sell |
25,599
-718
| -3% | -$146K | 0.55% | 27 |
|
|
2023
Q2 | $5.56M | Sell |
26,317
-14,534
| -36% | -$3.07M | 0.59% | 24 |
|
|
2023
Q1 | $8.16M | Buy |
40,851
+6,560
| +19% | +$1.31M | 0.93% | 23 |
|
|
2022
Q4 | $4.55M | Buy |
34,291
+1,509
| +5% | +$200K | 0.53% | 44 |
|
|
2022
Q3 | $4.72M | Buy |
32,782
+7,586
| +30% | +$1.09M | 0.67% | 34 |
|
|
2022
Q2 | $4.16M | Sell |
25,196
-3,785
| -13% | -$625K | 0.56% | 39 |
|
|
2022
Q1 | $6.15M | Buy |
28,981
+4,119
| +17% | +$875K | 0.73% | 28 |
|
|
2021
Q4 | $6.32M | Buy |
24,862
+773
| +3% | +$196K | 0.75% | 27 |
|
|
2021
Q3 | $6.53M | Buy |
24,089
+3,871
| +19% | +$1.05M | 0.86% | 23 |
|
|
2021
Q2 | $4.94M | Buy |
20,218
+3,727
| +23% | +$910K | 0.66% | 34 |
|
|
2021
Q1 | $3.49M | Buy |
16,491
+1,488
| +10% | +$315K | 0.49% | 51 |
|
|
2020
Q4 | $3.34M | Buy |
+15,003
| New | +$3.34M | 0.5% | 52 |
|