Householder Group Estate & Retirement Specialist’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$39K Sell
2024
Q3
$124K Buy
2024
Q2
$113K Buy
2024
Q1
$113K Sell
2023
Q4
$99K Sell
2023
Q3
$113K Buy
2023
Q1
$100K Buy
2022
Q4
$58K Buy
2022
Q3
$56K Buy