HCA
Harbour Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
18,181
+30
| +0.2% | +$8.08K | 1.03% | 23 |
|
|
2025
Q1 | $4.63M | Buy |
18,151
+718
| +4% | +$183K | 1.15% | 20 |
|
|
2024
Q4 | $5.8M | Sell |
17,433
-161
| -0.9% | -$53.6K | 1.29% | 18 |
|
|
2024
Q3 | $5.07M | Sell |
17,594
-322
| -2% | -$92.7K | 1.17% | 21 |
|
|
2024
Q2 | $4.59M | Sell |
17,916
-119
| -0.7% | -$30.5K | 1.09% | 24 |
|
|
2024
Q1 | $5.48M | Buy |
18,035
+151
| +0.8% | +$45.9K | 1.36% | 18 |
|
|
2023
Q4 | $4.5M | Buy |
17,884
+2
| +0% | +$504 | 1.24% | 21 |
|
|
2023
Q3 | $3.63M | Buy |
17,882
+105
| +0.6% | +$21.3K | 1.09% | 25 |
|
|
2023
Q2 | $3.76M | Sell |
17,777
-315
| -2% | -$66.7K | 1.11% | 25 |
|
|
2023
Q1 | $3.61M | Buy |
18,092
+96
| +0.5% | +$19.2K | 1.09% | 29 |
|
|
2022
Q4 | $2.43M | Sell |
17,996
-2,731
| -13% | -$368K | 0.82% | 37 |
|
|
2022
Q3 | $3.02M | Sell |
20,727
-3,245
| -14% | -$473K | 1.05% | 27 |
|
|
2022
Q2 | $3.96M | Sell |
23,972
-232
| -1% | -$38.3K | 1.29% | 22 |
|
|
2022
Q1 | $5.14M | Sell |
24,204
-2
| -0% | -$425 | 1.41% | 18 |
|
|
2021
Q4 | $6.15M | Buy |
24,206
+73
| +0.3% | +$18.6K | 1.51% | 14 |
|
|
2021
Q3 | $6.55M | Buy |
24,133
+468
| +2% | +$127K | 1.72% | 9 |
|
|
2021
Q2 | $5.78M | Buy |
23,665
+120
| +0.5% | +$29.3K | 1.55% | 13 |
|
|
2021
Q1 | $4.99M | Buy |
23,545
+164
| +0.7% | +$34.7K | 1.47% | 16 |
|
|
2020
Q4 | $5K | Buy |
23,381
+190
| +0.8% | +$41 | 2.49% | 6 |
|
|
2020
Q3 | $5.83M | Sell |
23,191
-30
| -0.1% | -$7.54K | 2.13% | 5 |
|
|
2020
Q2 | $4.35M | Buy |
23,221
+315
| +1% | +$59K | 1.76% | 7 |
|
|
2020
Q1 | $3.3M | Buy |
22,906
+454
| +2% | +$65.4K | 1.68% | 12 |
|
|
2019
Q4 | $3.65M | Buy |
22,452
+1,534
| +7% | +$250K | 1.4% | 16 |
|
|
2019
Q3 | $3.11M | Buy |
20,918
+1,517
| +8% | +$225K | 1.31% | 16 |
|
|
2019
Q2 | $2.94M | Buy |
19,401
+3,766
| +24% | +$571K | 1.26% | 18 |
|
|
2019
Q1 | $2.48M | Buy |
15,635
+1,923
| +14% | +$305K | 1.09% | 22 |
|
|
2018
Q4 | $1.88M | Sell |
13,712
-177
| -1% | -$24.2K | 0.93% | 27 |
|
|
2018
Q3 | $2.21M | Sell |
13,889
-1,560
| -10% | -$248K | 0.89% | 25 |
|
|
2018
Q2 | $2.17M | Buy |
15,449
+117
| +0.8% | +$16.4K | 0.93% | 27 |
|
|
2018
Q1 | $1.78M | Sell |
15,332
-523
| -3% | -$60.8K | 0.76% | 33 |
|
|
2017
Q4 | $1.62M | Buy |
15,855
+5
| +0% | +$511 | 0.67% | 39 |
|
|
2017
Q3 | $1.48M | Buy |
15,850
+165
| +1% | +$15.4K | 0.65% | 39 |
|
|
2017
Q2 | $1.36M | Buy |
15,685
+25
| +0.2% | +$2.16K | 0.67% | 42 |
|
|
2017
Q1 | $1.29M | Hold |
15,660
| – | – | 0.59% | 42 |
|
|
2016
Q4 | $1.07M | Buy |
15,660
+920
| +6% | +$63K | 0.77% | 42 |
|
|
2016
Q3 | $1.05M | Buy |
14,740
+4,410
| +43% | +$314K | 0.66% | 42 |
|
|
2016
Q2 | $820K | Buy |
10,330
+1,700
| +20% | +$135K | 0.46% | 77 |
|
|
2016
Q1 | $637K | Buy |
8,630
+2,200
| +34% | +$162K | 0.36% | 101 |
|
|
2015
Q4 | $504K | Buy |
6,430
+3,050
| +90% | +$239K | 0.27% | 122 |
|
|
2015
Q3 | $235K | Buy |
+3,380
| New | +$235K | 0.17% | 160 |
|