LRIA
Leonard Rickey Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
997
+14
| +1% | +$3.82K | 0.05% | 92 |
|
|
2025
Q1 | $250K | Sell |
983
-23
| -2% | -$5.86K | 0.05% | 89 |
|
|
2024
Q4 | $336K | Buy |
1,006
+79
| +9% | +$26.4K | 0.08% | 74 |
|
|
2024
Q3 | $254K | Buy |
927
+149
| +19% | +$40.8K | 0.06% | 97 |
|
|
2024
Q2 | $200K | Buy |
+778
| New | +$200K | 0.05% | 105 |
|