LB
Legacy Bridge’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-50
| Closed | -$13.4K | – | 317 |
|
|
2025
Q1 | $13.4K | Hold |
50
| – | – | 0.01% | 232 |
|
|
2024
Q4 | $16.7K | Hold |
50
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $13.7K | Hold |
50
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $12.9K | Sell |
50
-4,873
| -99% | -$1.25M | 0.01% | 239 |
|
|
2024
Q1 | $1.48M | Sell |
4,923
-51
| -1% | -$15.4K | 0.87% | 43 |
|
|
2023
Q4 | $1.31M | Hold |
4,974
| – | – | 0.85% | 45 |
|
|
2023
Q3 | $1.01M | Hold |
4,974
| – | – | 0.72% | 62 |
|
|
2023
Q2 | $1.05M | Buy |
4,974
+125
| +3% | +$26.4K | 0.7% | 62 |
|
|
2023
Q1 | $969K | Hold |
4,849
| – | – | 0.68% | 63 |
|
|
2022
Q4 | $643K | Hold |
4,849
| – | – | 0.46% | 84 |
|
|
2022
Q3 | $697K | Hold |
4,849
| – | – | 0.56% | 77 |
|
|
2022
Q2 | $800K | Sell |
4,849
-30
| -0.6% | -$4.95K | 0.59% | 75 |
|
|
2022
Q1 | $1.04M | Hold |
4,879
| – | – | 0.61% | 73 |
|
|
2021
Q4 | $1.24M | Sell |
4,879
-105
| -2% | -$26.7K | 0.65% | 63 |
|
|
2021
Q3 | $1.35M | Buy |
4,984
+60
| +1% | +$16.3K | 0.78% | 42 |
|
|
2021
Q2 | $1.2M | Sell |
4,924
-25
| -0.5% | -$6.11K | 0.68% | 62 |
|
|
2021
Q1 | $1.05M | Sell |
4,949
-40
| -0.8% | -$8.48K | 0.68% | 67 |
|
|
2020
Q4 | $1.11M | Buy |
4,989
+627
| +14% | +$140K | 0.8% | 42 |
|
|
2020
Q3 | $1.1M | Buy |
4,362
+150
| +4% | +$37.7K | 1% | 22 |
|
|
2020
Q2 | $789K | Sell |
4,212
-90
| -2% | -$16.9K | 0.87% | 38 |
|
|
2020
Q1 | $619K | Sell |
4,302
-935
| -18% | -$135K | 0.78% | 41 |
|
|
2019
Q4 | $852K | Buy |
5,237
+140
| +3% | +$22.8K | 0.71% | 47 |
|
|
2019
Q3 | $757K | Buy |
5,097
+82
| +2% | +$12.2K | 0.72% | 46 |
|
|
2019
Q2 | $761K | Buy |
5,015
+644
| +15% | +$97.7K | 0.73% | 41 |
|
|
2019
Q1 | $692K | Buy |
4,371
+100
| +2% | +$15.8K | 0.71% | 46 |
|
|
2018
Q4 | $585K | Buy |
+4,271
| New | +$585K | 0.72% | 45 |
|