HG
Herbst Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
9,125
+315
| +4% | +$85.9K | 1.49% | 32 |
|
|
2025
Q1 | $2.36M | Sell |
8,810
-200
| -2% | -$53.7K | 1.67% | 29 |
|
|
2024
Q4 | $3.01M | Sell |
9,010
-1,100
| -11% | -$368K | 1.88% | 24 |
|
|
2024
Q3 | $2.77M | Buy |
10,110
+500
| +5% | +$137K | 1.71% | 25 |
|
|
2024
Q2 | $2.47M | Sell |
9,610
-200
| -2% | -$51.4K | 1.5% | 27 |
|
|
2024
Q1 | $2.95M | Sell |
9,810
-1,000
| -9% | -$301K | 1.83% | 22 |
|
|
2023
Q4 | $2.84M | Sell |
10,810
-95
| -0.9% | -$25K | 1.82% | 21 |
|
|
2023
Q3 | $2.21M | Buy |
10,905
+600
| +6% | +$122K | 1.58% | 26 |
|
|
2023
Q2 | $2.18M | Hold |
10,305
| – | – | 1.5% | 27 |
|
|
2023
Q1 | $2.06M | Sell |
10,305
-600
| -6% | -$120K | 1.45% | 29 |
|
|
2022
Q4 | $1.45M | Hold |
10,905
| – | – | 1.17% | 39 |
|
|
2022
Q3 | $1.57M | Sell |
10,905
-100
| -0.9% | -$14.4K | 1.29% | 32 |
|
|
2022
Q2 | $1.85M | Buy |
11,005
+200
| +2% | +$33.6K | 1.46% | 29 |
|
|
2022
Q1 | $2.29M | Buy |
10,805
+5,197
| +93% | +$1.1M | 1.5% | 29 |
|
|
2021
Q4 | $1.43M | Buy |
+5,608
| New | +$1.43M | 0.88% | 50 |
|