GAG
Goodman Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
886
-2,415
| -73% | -$659K | 0.08% | 52 |
|
|
2025
Q1 | $886K | Buy |
+3,301
| New | +$886K | 0.27% | 58 |
|
|
2024
Q4 | – | Sell |
-1,046
| Closed | -$286K | – | 77 |
|
|
2024
Q3 | $286K | Buy |
1,046
+23
| +2% | +$6.3K | 0.08% | 74 |
|
|
2024
Q2 | $263K | Hold |
1,023
| – | – | 0.08% | 74 |
|
|
2024
Q1 | $308K | Hold |
1,023
| – | – | 0.1% | 65 |
|
|
2023
Q4 | $269K | Sell |
1,023
-3,360
| -77% | -$884K | 0.09% | 61 |
|
|
2023
Q3 | $889K | Sell |
4,383
-82
| -2% | -$16.6K | 0.33% | 49 |
|
|
2023
Q2 | $943K | Sell |
4,465
-9,862
| -69% | -$2.08M | 0.35% | 46 |
|
|
2023
Q1 | $2.86M | Buy |
14,327
+8,453
| +144% | +$1.69M | 1.56% | 21 |
|
|
2022
Q4 | $779K | Buy |
5,874
+934
| +19% | +$124K | 0.45% | 34 |
|
|
2022
Q3 | $711K | Buy |
+4,940
| New | +$711K | 0.39% | 30 |
|
|
2022
Q2 | – | Sell |
-37,694
| Closed | -$8M | – | 170 |
|
|
2022
Q1 | $8M | Buy |
37,694
+6,282
| +20% | +$1.33M | 2.77% | 7 |
|
|
2021
Q4 | $7.98M | Buy |
+31,412
| New | +$7.98M | 2.69% | 12 |
|