HBW
Hazlett, Burt & Watson’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Buy |
3,462
+277
| +9% | +$75.5K | 0.39% | 60 |
|
|
2025
Q1 | $852K | Buy |
3,185
+170
| +6% | +$45.5K | 0.38% | 63 |
|
|
2024
Q4 | $1.01M | Sell |
3,015
-50
| -2% | -$16.7K | 0.45% | 55 |
|
|
2024
Q3 | $841K | Buy |
3,065
+126
| +4% | +$34.6K | 0.39% | 60 |
|
|
2024
Q2 | $754K | Buy |
2,939
+13
| +0.4% | +$3.34K | 0.39% | 56 |
|
|
2024
Q1 | $882K | Buy |
2,926
+2
| +0.1% | +$603 | 0.53% | 41 |
|
|
2023
Q4 | $770K | Buy |
2,924
+97
| +3% | +$25.5K | 0.52% | 39 |
|
|
2023
Q3 | $570K | Buy |
2,827
+367
| +15% | +$74K | 0.42% | 45 |
|
|
2023
Q2 | $519K | Buy |
2,460
+44
| +2% | +$9.28K | 0.39% | 52 |
|
|
2023
Q1 | $484K | Sell |
2,416
-300
| -11% | -$60.1K | 0.4% | 50 |
|
|
2022
Q4 | $362K | Sell |
2,716
-1,027
| -27% | -$137K | 0.32% | 68 |
|
|
2022
Q3 | $535K | Sell |
3,743
-275
| -7% | -$39.3K | 0.52% | 37 |
|
|
2022
Q2 | $663K | Buy |
4,018
+91
| +2% | +$15K | 0.61% | 34 |
|
|
2022
Q1 | $834K | Buy |
+3,927
| New | +$834K | 0.66% | 30 |
|