HVIA
Hudson Valley Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.7M | Sell |
35,558
-4,186
| -11% | -$1.14M | 1.06% | 24 |
|
|
2025
Q1 | $10.7M | Buy |
39,744
+3,253
| +9% | +$873K | 1.27% | 22 |
|
|
2024
Q4 | $12.2M | Sell |
36,491
-3,252
| -8% | -$1.09M | 1.38% | 18 |
|
|
2024
Q3 | $10.9M | Buy |
39,743
+12,294
| +45% | +$3.36M | 1.2% | 27 |
|
|
2024
Q2 | $7.16M | Buy |
27,449
+79
| +0.3% | +$20.6K | 0.93% | 35 |
|
|
2024
Q1 | $8.24M | Buy |
27,370
+3,941
| +17% | +$1.19M | 0.99% | 35 |
|
|
2023
Q4 | $6.11M | Sell |
23,429
-3,298
| -12% | -$860K | 0.84% | 39 |
|
|
2023
Q3 | $5.42M | Sell |
26,727
-1,869
| -7% | -$379K | 0.76% | 42 |
|
|
2023
Q2 | $6.04M | Sell |
28,596
-890
| -3% | -$188K | 0.82% | 36 |
|
|
2023
Q1 | $5.89M | Buy |
29,486
+7,033
| +31% | +$1.41M | 0.82% | 36 |
|
|
2022
Q4 | $2.98M | Sell |
22,453
-9,375
| -29% | -$1.24M | 0.45% | 65 |
|
|
2022
Q3 | $4.58M | Buy |
31,828
+1,149
| +4% | +$165K | 0.73% | 37 |
|
|
2022
Q2 | $5.06M | Sell |
30,679
-1,940
| -6% | -$320K | 0.79% | 39 |
|
|
2022
Q1 | $6.93M | Sell |
32,619
-1,367
| -4% | -$290K | 0.93% | 31 |
|
|
2021
Q4 | $8.64M | Buy |
33,986
+1,192
| +4% | +$303K | 1.35% | 20 |
|
|
2021
Q3 | $8.89M | Buy |
32,794
+138
| +0.4% | +$37.4K | 1.53% | 18 |
|
|
2021
Q2 | $7.98M | Sell |
32,656
-702
| -2% | -$171K | 1.39% | 19 |
|
|
2021
Q1 | $7.07M | Buy |
33,358
+217
| +0.7% | +$46K | 1.26% | 24 |
|
|
2020
Q4 | $7.38M | Buy |
33,141
+894
| +3% | +$199K | 1.41% | 21 |
|
|
2020
Q3 | $8.1M | Buy |
32,247
+419
| +1% | +$105K | 1.75% | 15 |
|
|
2020
Q2 | $5.96M | Sell |
31,828
-62
| -0.2% | -$11.6K | 1.39% | 20 |
|
|
2020
Q1 | $4.59M | Buy |
31,890
+1,481
| +5% | +$213K | 1.27% | 23 |
|
|
2019
Q4 | $4.95M | Buy |
30,409
+1,023
| +3% | +$166K | 1.06% | 33 |
|
|
2019
Q3 | $4.36M | Buy |
29,386
+1,615
| +6% | +$240K | 1.01% | 36 |
|
|
2019
Q2 | $4.21M | Buy |
27,771
+736
| +3% | +$112K | 0.98% | 37 |
|
|
2019
Q1 | $4.28M | Buy |
27,035
+4,355
| +19% | +$690K | 1.04% | 33 |
|
|
2018
Q4 | $3.11M | Buy |
+22,680
| New | +$3.11M | 0.72% | 45 |
|