JAG
Journey Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Hold |
1,252
| – | – | 0.03% | 235 |
|
|
2025
Q1 | $336K | Buy |
1,252
+112
| +10% | +$30.1K | 0.03% | 226 |
|
|
2024
Q4 | $293K | Hold |
1,140
| – | – | 0.04% | 191 |
|
|
2024
Q3 | $293K | Hold |
1,140
| – | – | 0.04% | 191 |
|
|
2024
Q2 | $293K | Sell |
1,140
-478
| -30% | -$123K | 0.04% | 191 |
|
|
2024
Q1 | $487K | Buy |
+1,618
| New | +$487K | 0.06% | 160 |
|
|
2023
Q3 | – | Sell |
-1,009
| Closed | -$213K | – | 216 |
|
|
2023
Q2 | $213K | Sell |
1,009
-199
| -16% | -$42K | 0.03% | 216 |
|
|
2023
Q1 | $241K | Buy |
+1,208
| New | +$241K | 0.04% | 212 |
|
|
2022
Q4 | – | Sell |
-4,971
| Closed | -$715K | – | 219 |
|
|
2022
Q3 | $715K | Buy |
4,971
+710
| +17% | +$102K | 0.18% | 107 |
|
|
2022
Q2 | $780K | Buy |
4,261
+2,067
| +94% | +$378K | 0.18% | 119 |
|
|
2022
Q1 | $466K | Buy |
2,194
+77
| +4% | +$16.4K | 0.12% | 142 |
|
|
2021
Q4 | $538K | Buy |
2,117
+1,364
| +181% | +$347K | 0.15% | 126 |
|
|
2021
Q3 | $204K | Buy |
+753
| New | +$204K | 0.07% | 194 |
|