ISB
Iowa State Bank’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
20,686
+28
| +0.1% | +$7.64K | 1.12% | 29 |
|
|
2025
Q1 | $5.54M | Sell |
20,658
-411
| -2% | -$110K | 1.18% | 30 |
|
|
2024
Q4 | $7.04M | Sell |
21,069
-367
| -2% | -$123K | 1.47% | 23 |
|
|
2024
Q3 | $5.87M | Sell |
21,436
-220
| -1% | -$60.2K | 1.21% | 30 |
|
|
2024
Q2 | $5.57M | Buy |
21,656
+2,040
| +10% | +$524K | 1.23% | 29 |
|
|
2024
Q1 | $5.91M | Sell |
19,616
-2,448
| -11% | -$737K | 1.31% | 29 |
|
|
2023
Q4 | $5.81M | Sell |
22,064
-299
| -1% | -$78.7K | 1.39% | 24 |
|
|
2023
Q3 | $4.53M | Sell |
22,363
-1,237
| -5% | -$251K | 1.18% | 28 |
|
|
2023
Q2 | $4.99M | Sell |
23,600
-619
| -3% | -$131K | 1.25% | 27 |
|
|
2023
Q1 | $4.84M | Sell |
24,219
-1,124
| -4% | -$225K | 1.21% | 28 |
|
|
2022
Q4 | $3.36M | Buy |
25,343
+1,937
| +8% | +$257K | 0.84% | 45 |
|
|
2022
Q3 | $3.37M | Buy |
23,406
+13
| +0.1% | +$1.87K | 0.96% | 39 |
|
|
2022
Q2 | $3.86M | Buy |
23,393
+235
| +1% | +$38.8K | 1.02% | 35 |
|
|
2022
Q1 | $4.92M | Buy |
23,158
+2,277
| +11% | +$483K | 1.14% | 28 |
|
|
2021
Q4 | $5.31M | Buy |
20,881
+2,804
| +16% | +$713K | 1.25% | 26 |
|
|
2021
Q3 | $4.9M | Buy |
18,077
+40
| +0.2% | +$10.8K | 1.37% | 24 |
|
|
2021
Q2 | $4.41M | Sell |
18,037
-341
| -2% | -$83.3K | 1.24% | 25 |
|
|
2021
Q1 | $3.89M | Sell |
18,378
-4,388
| -19% | -$930K | 1.17% | 31 |
|
|
2020
Q4 | $5.07M | Sell |
22,766
-1,667
| -7% | -$371K | 1.68% | 18 |
|
|
2020
Q3 | $6.14M | Sell |
24,433
-1,305
| -5% | -$328K | 2.38% | 9 |
|
|
2020
Q2 | $4.82M | Sell |
25,738
-3,738
| -13% | -$700K | 2.1% | 13 |
|
|
2020
Q1 | $4.24M | Sell |
29,476
-3,919
| -12% | -$564K | 2% | 15 |
|
|
2019
Q4 | $5.43M | Sell |
33,395
-4,380
| -12% | -$712K | 1.93% | 16 |
|
|
2019
Q3 | $5.61M | Sell |
37,775
-3,864
| -9% | -$574K | 2.13% | 11 |
|
|
2019
Q2 | $6.32M | Sell |
41,639
-646
| -2% | -$98K | 2.81% | 5 |
|
|
2019
Q1 | $6.7M | Sell |
42,285
-1,218
| -3% | -$193K | 3.07% | 5 |
|
|
2018
Q4 | $5.96M | Sell |
43,503
-783
| -2% | -$107K | 3.01% | 3 |
|
|
2018
Q3 | $7.04M | Sell |
44,286
-1,127
| -2% | -$179K | 3.14% | 4 |
|
|
2018
Q2 | $6.19M | Sell |
45,413
-1,483
| -3% | -$202K | 2.96% | 4 |
|
|
2018
Q1 | $5.45M | Sell |
46,896
-3,464
| -7% | -$403K | 2.65% | 11 |
|
|
2017
Q4 | $5.15M | Sell |
50,360
-307
| -0.6% | -$31.4K | 2.32% | 14 |
|
|
2017
Q3 | $4.73M | Buy |
50,667
+195
| +0.4% | +$18.2K | 2.23% | 19 |
|
|
2017
Q2 | $4.37M | Sell |
50,472
-1,375
| -3% | -$119K | 2.09% | 19 |
|
|
2017
Q1 | $4.28M | Buy |
51,847
+130
| +0.3% | +$10.7K | 2.09% | 21 |
|
|
2016
Q4 | $3.54M | Buy |
51,717
+2,307
| +5% | +$158K | 1.82% | 27 |
|
|
2016
Q3 | $3.52M | Buy |
49,410
+915
| +2% | +$65.3K | 1.89% | 26 |
|
|
2016
Q2 | $3.85M | Buy |
48,495
+1,295
| +3% | +$103K | 2.09% | 24 |
|
|
2016
Q1 | $3.49M | Sell |
47,200
-40
| -0.1% | -$2.95K | 1.97% | 24 |
|
|
2015
Q4 | $3.7M | Buy |
+47,240
| New | +$3.7M | 2.19% | 23 |
|