MTC
McDaniel Terry & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
1,258
-1,162
| -48% | -$317K | 0.03% | 76 |
|
|
2025
Q1 | $649K | Buy |
2,420
+597
| +33% | +$160K | 0.06% | 61 |
|
|
2024
Q4 | $610K | Hold |
1,823
| – | – | 0.05% | 62 |
|
|
2024
Q3 | $499K | Buy |
1,823
+1
| +0.1% | +$274 | 0.04% | 66 |
|
|
2024
Q2 | $469K | Buy |
1,822
+80
| +5% | +$20.6K | 0.04% | 65 |
|
|
2024
Q1 | $525K | Buy |
1,742
+812
| +87% | +$245K | 0.05% | 69 |
|
|
2023
Q4 | $245K | Sell |
930
-163
| -15% | -$42.9K | 0.02% | 80 |
|
|
2023
Q3 | $222K | Sell |
1,093
-42
| -4% | -$8.53K | 0.02% | 83 |
|
|
2023
Q2 | $240K | Sell |
1,135
-30
| -3% | -$6.34K | 0.02% | 80 |
|
|
2023
Q1 | $233K | Sell |
1,165
-511
| -30% | -$102K | 0.03% | 82 |
|
|
2022
Q4 | $222K | Sell |
1,676
-2,398
| -59% | -$318K | 0.03% | 83 |
|
|
2022
Q3 | $586K | Sell |
4,074
-526
| -11% | -$75.7K | 0.08% | 50 |
|
|
2022
Q2 | $759K | Buy |
4,600
+6
| +0.1% | +$990 | 0.09% | 46 |
|
|
2022
Q1 | $975K | Buy |
4,594
+979
| +27% | +$208K | 0.11% | 44 |
|
|
2021
Q4 | $919K | Buy |
3,615
+577
| +19% | +$147K | 0.09% | 52 |
|
|
2021
Q3 | $824K | Buy |
3,038
+242
| +9% | +$65.6K | 0.1% | 45 |
|
|
2021
Q2 | $683K | Buy |
2,796
+307
| +12% | +$75K | 0.08% | 51 |
|
|
2021
Q1 | $527K | Buy |
2,489
+1,224
| +97% | +$259K | 0.06% | 52 |
|
|
2020
Q4 | $282K | Buy |
1,265
+265
| +27% | +$59.1K | 0.04% | 69 |
|
|
2020
Q3 | $251K | Buy |
+1,000
| New | +$251K | 0.04% | 68 |
|
|
2020
Q2 | – | Sell |
-2,000
| Closed | -$288K | – | 80 |
|
|
2020
Q1 | $288K | Hold |
2,000
| – | – | 0.05% | 59 |
|
|
2019
Q4 | $325K | Hold |
2,000
| – | – | 0.05% | 64 |
|
|
2019
Q3 | $297K | Buy |
+2,000
| New | +$297K | 0.05% | 63 |
|