KOC
Koss-Olinger Consulting’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
2,331
-12
| -0.5% | -$3.27K | 0.05% | 171 |
|
|
2025
Q1 | $629K | Buy |
+2,343
| New | +$629K | 0.05% | 157 |
|
|
2024
Q4 | – | Sell |
-1,296
| Closed | -$355K | – | 209 |
|
|
2024
Q3 | $355K | Buy |
1,296
+3
| +0.2% | +$822 | 0.03% | 204 |
|
|
2024
Q2 | $332K | Sell |
1,293
-3,263
| -72% | -$838K | 0.03% | 201 |
|
|
2024
Q1 | $1.37M | Buy |
4,556
+3,020
| +197% | +$910K | 0.74% | 31 |
|
|
2023
Q4 | $404K | Sell |
1,536
-33
| -2% | -$8.68K | 0.04% | 182 |
|
|
2023
Q3 | $318K | Sell |
1,569
-99
| -6% | -$20.1K | 0.05% | 180 |
|
|
2023
Q2 | $352K | Sell |
1,668
-34
| -2% | -$7.18K | 0.04% | 169 |
|
|
2023
Q1 | $340K | Buy |
+1,702
| New | +$340K | 0.04% | 163 |
|
|
2022
Q2 | – | Sell |
-3,834
| Closed | -$814K | – | 192 |
|
|
2022
Q1 | $814K | Sell |
3,834
-902
| -19% | -$192K | 0.13% | 71 |
|
|
2021
Q4 | $1.2M | Buy |
4,736
+284
| +6% | +$72.2K | 0.19% | 45 |
|
|
2021
Q3 | $1.21M | Sell |
4,452
-99
| -2% | -$26.8K | 0.2% | 46 |
|
|
2021
Q2 | $1.11M | Buy |
4,551
+554
| +14% | +$135K | 0.17% | 74 |
|
|
2021
Q1 | $847K | Buy |
+3,997
| New | +$847K | 0.14% | 89 |
|