LMKC
L.M. Kohn & Company’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
8,531
-458
| -5% | -$125K | 0.63% | 26 |
|
|
2025
Q1 | $2.41M | Buy |
8,989
+626
| +7% | +$168K | 0.63% | 28 |
|
|
2024
Q4 | $2.8M | Buy |
8,363
+15
| +0.2% | +$5.02K | 0.72% | 24 |
|
|
2024
Q3 | $2.28M | Sell |
8,348
-17
| -0.2% | -$4.65K | 0.58% | 33 |
|
|
2024
Q2 | $2.15M | Sell |
8,365
-361
| -4% | -$92.8K | 0.58% | 28 |
|
|
2024
Q1 | $2.63M | Buy |
8,726
+99
| +1% | +$29.8K | 0.74% | 22 |
|
|
2023
Q4 | $2.27M | Sell |
8,627
-25
| -0.3% | -$6.58K | 0.72% | 20 |
|
|
2023
Q3 | $1.75M | Buy |
8,652
+20
| +0.2% | +$4.06K | 0.64% | 25 |
|
|
2023
Q2 | $1.82M | Buy |
8,632
+30
| +0.3% | +$6.34K | 0.69% | 26 |
|
|
2023
Q1 | $1.72M | Sell |
8,602
-72
| -0.8% | -$14.4K | 0.71% | 23 |
|
|
2022
Q4 | $1.15M | Sell |
8,674
-993
| -10% | -$132K | 0.54% | 45 |
|
|
2022
Q3 | $1.39M | Sell |
9,667
-112
| -1% | -$16.1K | 0.68% | 32 |
|
|
2022
Q2 | $1.61M | Sell |
9,779
-120
| -1% | -$19.8K | 0.75% | 28 |
|
|
2022
Q1 | $2.1M | Buy |
+9,899
| New | +$2.1M | 0.81% | 24 |
|