Lantz Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $309K | Buy |
|
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|
2023
Q3 | $233K | Buy |
|
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|
2023
Q2 | $242K | Buy |
|
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|
2023
Q1 | $210K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $200K | Sell |
|
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|
2022
Q1 | $295K | Buy |
|
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|
2021
Q4 | $352K | Sell |
|
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|
2021
Q3 | $385K | Buy |
|
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $225K | Buy |
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|
2020
Q4 | $200K | Sell |
|
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|
2020
Q3 | $267K | Buy |
|