MIC
Means Investment Company’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Sell |
20,705
-732
| -3% | -$200K | 0.53% | 33 |
|
|
2025
Q1 | $5.75M | Sell |
21,437
-20,318
| -49% | -$5.45M | 0.61% | 28 |
|
|
2024
Q4 | $14M | Sell |
41,755
-244
| -0.6% | -$81.6K | 1.45% | 14 |
|
|
2024
Q3 | $11.5M | Buy |
41,999
+1,297
| +3% | +$355K | 1.28% | 14 |
|
|
2024
Q2 | $10.5M | Buy |
40,702
+1,700
| +4% | +$437K | 1.25% | 15 |
|
|
2024
Q1 | $11.7M | Buy |
39,002
+942
| +2% | +$284K | 1.52% | 13 |
|
|
2023
Q4 | $10M | Buy |
38,060
+1,002
| +3% | +$264K | 1.44% | 14 |
|
|
2023
Q3 | $7.51M | Sell |
37,058
-562
| -1% | -$114K | 1.23% | 18 |
|
|
2023
Q2 | $7.95M | Buy |
37,620
+766
| +2% | +$162K | 1.26% | 18 |
|
|
2023
Q1 | $7.36M | Buy |
36,854
+348
| +1% | +$69.5K | 1.29% | 16 |
|
|
2022
Q4 | $4.84M | Sell |
36,506
-845
| -2% | -$112K | 0.97% | 24 |
|
|
2022
Q3 | $5.37M | Sell |
37,351
-36
| -0.1% | -$5.18K | 1.17% | 17 |
|
|
2022
Q2 | $6.17M | Buy |
37,387
+663
| +2% | +$109K | 1.31% | 13 |
|
|
2022
Q1 | $7.8M | Buy |
36,724
+1,898
| +5% | +$403K | 1.41% | 13 |
|
|
2021
Q4 | $8.85M | Sell |
34,826
-208
| -0.6% | -$52.9K | 1.56% | 13 |
|
|
2021
Q3 | $9.5M | Buy |
35,034
+1,520
| +5% | +$412K | 1.88% | 12 |
|
|
2021
Q2 | $8.19M | Buy |
33,514
+2,624
| +8% | +$641K | 1.64% | 12 |
|
|
2021
Q1 | $6.55M | Buy |
30,890
+426
| +1% | +$90.3K | 1.49% | 16 |
|
|
2020
Q4 | $7.35M | Buy |
30,464
+3,489
| +13% | +$842K | 1.68% | 12 |
|
|
2020
Q3 | $7.02M | Buy |
26,975
+1,465
| +6% | +$381K | 1.93% | 10 |
|
|
2020
Q2 | $4.9M | Buy |
25,510
+582
| +2% | +$112K | 1.53% | 12 |
|
|
2020
Q1 | $3.84M | Buy |
24,928
+2,866
| +13% | +$442K | 1.49% | 13 |
|
|
2019
Q4 | $4.02M | Buy |
22,062
+1,387
| +7% | +$253K | 1.35% | 13 |
|
|
2019
Q3 | $3.26M | Buy |
20,675
+545
| +3% | +$85.9K | 1.23% | 16 |
|
|
2019
Q2 | $3.1M | Buy |
20,130
+689
| +4% | +$106K | 1.27% | 17 |
|
|
2019
Q1 | $3.08M | Buy |
19,441
+2,808
| +17% | +$445K | 1.35% | 18 |
|
|
2018
Q4 | $2.28M | Buy |
+16,633
| New | +$2.28M | 1.26% | 21 |
|