MG
Mather Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
9,912
-323
| -3% | -$88.1K | 0.03% | 162 |
|
|
2025
Q1 | $2.75M | Buy |
10,235
+6,809
| +199% | +$1.83M | 0.03% | 152 |
|
|
2024
Q4 | $1.15M | Buy |
3,426
+357
| +12% | +$119K | 0.01% | 229 |
|
|
2024
Q3 | $840K | Sell |
3,069
-669
| -18% | -$183K | 0.01% | 264 |
|
|
2024
Q2 | $1.13M | Buy |
3,738
+1,958
| +110% | +$590K | 0.01% | 249 |
|
|
2024
Q1 | $468K | Sell |
1,780
-22
| -1% | -$5.79K | 0.01% | 353 |
|
|
2023
Q4 | $474K | Sell |
1,802
-45
| -2% | -$11.8K | 0.01% | 359 |
|
|
2023
Q3 | $374K | Buy |
1,847
+636
| +53% | +$129K | 0.01% | 387 |
|
|
2023
Q2 | $256K | Sell |
1,211
-229
| -16% | -$48.4K | ﹤0.01% | 486 |
|
|
2023
Q1 | $288K | Buy |
+1,440
| New | +$288K | 0.01% | 409 |
|
|
2022
Q4 | – | Sell |
-2,995
| Closed | -$431K | – | 483 |
|
|
2022
Q3 | $431K | Sell |
2,995
-360
| -11% | -$51.8K | 0.01% | 301 |
|
|
2022
Q2 | $554K | Sell |
3,355
-1,448
| -30% | -$239K | 0.01% | 237 |
|
|
2022
Q1 | $1.02M | Buy |
4,803
+1,806
| +60% | +$383K | 0.02% | 168 |
|
|
2021
Q4 | $762K | Buy |
2,997
+295
| +11% | +$75K | 0.01% | 174 |
|
|
2021
Q3 | $733K | Sell |
2,702
-101
| -4% | -$27.4K | 0.02% | 137 |
|
|
2021
Q2 | $685K | Buy |
2,803
+36
| +1% | +$8.8K | 0.02% | 133 |
|
|
2021
Q1 | $586K | Buy |
2,767
+879
| +47% | +$186K | 0.02% | 131 |
|
|
2020
Q4 | $420K | Buy |
1,888
+131
| +7% | +$29.1K | 0.01% | 150 |
|
|
2020
Q3 | $442K | Buy |
1,757
+18
| +1% | +$4.53K | 0.02% | 146 |
|
|
2020
Q2 | $326K | Sell |
1,739
-28
| -2% | -$5.25K | 0.01% | 163 |
|
|
2020
Q1 | $254K | Buy |
1,767
+105
| +6% | +$15.1K | 0.02% | 121 |
|
|
2019
Q4 | $270K | Buy |
+1,662
| New | +$270K | 0.02% | 138 |
|