Hyperion Capital Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$409K Hold
2023
Q1
$386K Hold
2022
Q4
$256K Hold
2022
Q3
$278K Hold
2022
Q2
$319K Hold
2022
Q1
$411K Hold
2021
Q4
$491K Hold
2021
Q3
$525K Hold
2021
Q2
$472K Hold
2021
Q1
$410K Hold
2020
Q4
$430K Hold
2020
Q3
$486K Hold
2020
Q2
$362K Hold
2020
Q1
$278K Hold
2019
Q4
$315K Buy