FFG
Frisch Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
1,021
+1
| +0.1% | +$273 | 0.07% | 110 |
|
|
2025
Q1 | $274K | Buy |
1,020
+2
| +0.2% | +$537 | 0.08% | 103 |
|
|
2024
Q4 | $340K | Buy |
1,018
+1
| +0.1% | +$334 | 0.1% | 90 |
|
|
2024
Q3 | $279K | Buy |
1,017
+2
| +0.2% | +$549 | 0.08% | 107 |
|
|
2024
Q2 | $261K | Buy |
1,015
+1
| +0.1% | +$257 | 0.08% | 108 |
|
|
2024
Q1 | $305K | Hold |
1,014
| – | – | 0.1% | 92 |
|
|
2023
Q4 | $267K | Hold |
1,014
| – | – | 0.1% | 101 |
|
|
2023
Q3 | $206K | Hold |
1,014
| – | – | 0.08% | 113 |
|
|
2023
Q2 | $214K | Hold |
1,014
| – | – | 0.1% | 105 |
|
|
2023
Q1 | $203K | Buy |
+1,014
| New | +$203K | 0.08% | 111 |
|
|
2022
Q2 | – | Sell |
-1,152
| Closed | -$245K | – | 126 |
|
|
2022
Q1 | $245K | Sell |
1,152
-475
| -29% | -$101K | 0.08% | 126 |
|
|
2021
Q4 | $422K | Buy |
1,627
+355
| +28% | +$92.1K | 0.13% | 93 |
|
|
2021
Q3 | $345K | Sell |
1,272
-585
| -32% | -$159K | 0.12% | 97 |
|
|
2021
Q2 | $453K | Buy |
1,857
+145
| +8% | +$35.4K | 0.14% | 83 |
|
|
2021
Q1 | $362K | Buy |
1,712
+338
| +25% | +$71.5K | 0.12% | 95 |
|
|
2020
Q4 | $306K | Buy |
1,374
+125
| +10% | +$27.8K | 0.11% | 92 |
|
|
2020
Q3 | $314K | Buy |
+1,249
| New | +$314K | 0.14% | 75 |
|
|
2020
Q2 | – | Sell |
-2,207
| Closed | -$318K | – | 100 |
|
|
2020
Q1 | $318K | Buy |
+2,207
| New | +$318K | 0.19% | 68 |
|
|
2019
Q2 | – | Sell |
-1,558
| Closed | -$247K | – | 99 |
|
|
2019
Q1 | $247K | Sell |
1,558
-236
| -13% | -$37.4K | 0.15% | 89 |
|
|
2018
Q4 | $246K | Buy |
+1,794
| New | +$246K | 0.17% | 80 |
|