Icon Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.19M | Sell |
20,651
-187
| -0.9% | -$37.9K | 0.48% | 41 |
|
|
2023
Q2 | $4.4M | Sell |
20,838
-6,564
| -24% | -$1.39M | 0.47% | 45 |
|
|
2023
Q1 | $5.47M | Buy |
+27,402
| New | +$5.47M | 0.6% | 34 |
|
|
2022
Q2 | $4.14M | Buy |
25,064
+562
| +2% | +$92.8K | 0.49% | 48 |
|
|
2022
Q1 | $5.2M | Buy |
24,502
+2,237
| +10% | +$475K | 0.52% | 47 |
|
|
2021
Q4 | $5.66M | Buy |
22,265
+1,114
| +5% | +$283K | 0.57% | 45 |
|
|
2021
Q3 | $5.74M | Buy |
21,151
+832
| +4% | +$226K | 0.61% | 40 |
|
|
2021
Q2 | $4.96M | Buy |
20,319
+2,118
| +12% | +$517K | 0.53% | 50 |
|
|
2021
Q1 | $3.86M | Buy |
18,201
+6,148
| +51% | +$1.3M | 0.48% | 57 |
|
|
2020
Q4 | $2.68M | Buy |
12,053
+2,366
| +24% | +$526K | 0.42% | 66 |
|
|
2020
Q3 | $2.44M | Buy |
9,687
+7,538
| +351% | +$1.89M | 0.47% | 58 |
|
|
2020
Q2 | $403K | Buy |
2,149
+318
| +17% | +$59.6K | 0.1% | 147 |
|
|
2020
Q1 | $264K | Buy |
+1,831
| New | +$264K | 0.1% | 118 |
|
|
2019
Q2 | – | Sell |
-555
| Closed | -$88K | – | 294 |
|
|
2019
Q1 | $88K | Buy |
+555
| New | +$88K | 0.03% | 246 |
|
|
2018
Q4 | – | Sell |
-787
| Closed | -$125K | – | 224 |
|
|
2018
Q3 | $125K | Sell |
787
-144
| -15% | -$22.9K | 0.05% | 229 |
|
|
2018
Q2 | $127K | Sell |
931
-44
| -5% | -$6K | 0.05% | 207 |
|
|
2018
Q1 | $113K | Sell |
975
-303
| -24% | -$35.1K | 0.06% | 235 |
|
|
2017
Q4 | $131K | Buy |
+1,278
| New | +$131K | 0.06% | 229 |
|