JHP
James Hambro & Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,050
| Closed | -$338K | – | 67 |
|
|
2022
Q2 | $338K | Hold |
2,050
| – | – | 0.03% | 49 |
|
|
2022
Q1 | $436K | Hold |
2,050
| – | – | 0.03% | 47 |
|
|
2021
Q4 | $521K | Hold |
2,050
| – | – | 0.04% | 47 |
|
|
2021
Q3 | $556K | Hold |
2,050
| – | – | 0.04% | 50 |
|
|
2021
Q2 | $501K | Hold |
2,050
| – | – | 0.04% | 51 |
|
|
2021
Q1 | $435K | Sell |
2,050
-1,990
| -49% | -$422K | 0.04% | 58 |
|
|
2020
Q4 | $898K | Buy |
4,040
+1,990
| +97% | +$442K | 0.1% | 33 |
|
|
2020
Q3 | $515K | Hold |
2,050
| – | – | 0.07% | 38 |
|
|
2020
Q2 | $384K | Hold |
2,050
| – | – | 0.06% | 42 |
|
|
2020
Q1 | $295K | Hold |
2,050
| – | – | 0.06% | 47 |
|
|
2019
Q4 | $333K | Hold |
2,050
| – | – | 0.06% | 48 |
|
|
2019
Q3 | $304K | Buy |
+2,050
| New | +$304K | 0.06% | 45 |
|
|
2019
Q1 | $325K | Sell |
2,050
-1,200
| -37% | -$190K | 0.1% | 39 |
|
|
2018
Q4 | $445K | Buy |
+3,250
| New | +$445K | 0.17% | 33 |
|