MBTD
Mechanics Bank - Trust Department’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
1,337
-122
| -8% | -$33.3K | 0.05% | 177 |
|
|
2025
Q1 | $392K | Hold |
1,459
| – | – | 0.05% | 174 |
|
|
2024
Q4 | $488K | Buy |
+1,459
| New | +$488K | 0.07% | 161 |
|
|
2024
Q2 | – | Sell |
-765
| Closed | -$230K | – | 199 |
|
|
2024
Q1 | $230K | Buy |
+765
| New | +$230K | 0.03% | 179 |
|