GVAG
Great Valley Advisor Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
47,319
-12,882
| -21% | -$3.51M | 0.29% | 87 |
|
|
2025
Q1 | $16.2M | Sell |
60,201
-5,302
| -8% | -$1.42M | 0.35% | 72 |
|
|
2024
Q4 | $21.9M | Sell |
65,503
-2,418
| -4% | -$808K | 0.49% | 48 |
|
|
2024
Q3 | $18.6M | Buy |
67,921
+9,644
| +17% | +$2.64M | 0.46% | 58 |
|
|
2024
Q2 | $15M | Buy |
58,277
+7,488
| +15% | +$1.93M | 0.42% | 64 |
|
|
2024
Q1 | $15.3M | Buy |
50,789
+18,279
| +56% | +$5.51M | 0.46% | 59 |
|
|
2023
Q4 | $8.56M | Buy |
32,510
+8,446
| +35% | +$2.22M | 0.3% | 84 |
|
|
2023
Q3 | $4.88M | Sell |
24,064
-3,676
| -13% | -$745K | 0.2% | 121 |
|
|
2023
Q2 | $5.86M | Buy |
27,740
+834
| +3% | +$176K | 0.25% | 109 |
|
|
2023
Q1 | $5.38M | Sell |
26,906
-6,079
| -18% | -$1.21M | 0.25% | 104 |
|
|
2022
Q4 | $4.37M | Buy |
32,985
+220
| +0.7% | +$29.2K | 0.22% | 109 |
|
|
2022
Q3 | $4.71M | Buy |
32,765
+4,272
| +15% | +$614K | 0.26% | 92 |
|
|
2022
Q2 | $4.7M | Buy |
28,493
+8,926
| +46% | +$1.47M | 0.26% | 97 |
|
|
2022
Q1 | $4.2M | Buy |
19,567
+2,732
| +16% | +$586K | 0.24% | 103 |
|
|
2021
Q4 | $4.3M | Buy |
16,835
+321
| +2% | +$81.9K | 0.27% | 98 |
|
|
2021
Q3 | $4.48M | Buy |
16,514
+808
| +5% | +$219K | 0.31% | 84 |
|
|
2021
Q2 | $3.8M | Sell |
15,706
-231
| -1% | -$55.9K | 0.28% | 93 |
|
|
2021
Q1 | $3.38M | Buy |
15,937
+380
| +2% | +$80.5K | 0.33% | 73 |
|
|
2020
Q4 | $3.46M | Buy |
15,557
+354
| +2% | +$78.8K | 0.36% | 64 |
|
|
2020
Q3 | $3.82M | Buy |
15,203
+5,545
| +57% | +$1.39M | 0.47% | 51 |
|
|
2020
Q2 | $1.81M | Buy |
9,658
+3,080
| +47% | +$577K | 0.3% | 93 |
|
|
2020
Q1 | $948K | Buy |
6,578
+304
| +5% | +$43.8K | 0.25% | 120 |
|
|
2019
Q4 | $1.02M | Sell |
6,274
-1,635
| -21% | -$266K | 0.23% | 133 |
|
|
2019
Q3 | $1.17M | Buy |
7,909
+1,383
| +21% | +$205K | 0.28% | 105 |
|
|
2019
Q2 | $990K | Buy |
6,526
+713
| +12% | +$108K | 0.25% | 126 |
|
|
2019
Q1 | $921K | Buy |
5,813
+294
| +5% | +$46.6K | 0.29% | 102 |
|
|
2018
Q4 | $756K | Buy |
+5,519
| New | +$756K | 0.28% | 90 |
|