Kennebec Savings Bank’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$924K	Buy	3,388 +190	+6%	+$51.8K	0.91%	36
2025 Q1	$858K	Buy	3,198 +136	+4%	+$36.5K	0.91%	34
2024 Q4	$977K	Sell	3,062 -99	-3%	-$31.6K	0.98%	33
2024 Q3	$865K	Buy	+3,161	New	+$865K	0.86%	37