MA
MONECO Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
4,524
-543
| -11% | -$148K | 0.11% | 173 |
|
|
2025
Q1 | $1.36M | Buy |
5,067
+504
| +11% | +$135K | 0.14% | 150 |
|
|
2024
Q4 | $1.53M | Sell |
4,563
-55
| -1% | -$18.4K | 0.16% | 135 |
|
|
2024
Q3 | $1.26M | Buy |
4,618
+469
| +11% | +$128K | 0.16% | 135 |
|
|
2024
Q2 | $1.07M | Buy |
4,149
+1,490
| +56% | +$383K | 0.16% | 143 |
|
|
2024
Q1 | $801K | Buy |
2,659
+255
| +11% | +$76.8K | 0.13% | 177 |
|
|
2023
Q4 | $633K | Buy |
2,404
+731
| +44% | +$192K | 0.12% | 188 |
|
|
2023
Q3 | $339K | Buy |
1,673
+25
| +2% | +$5.07K | 0.09% | 231 |
|
|
2023
Q2 | $348K | Sell |
1,648
-32
| -2% | -$6.76K | 0.09% | 228 |
|
|
2023
Q1 | $336K | Buy |
1,680
+102
| +6% | +$20.4K | 0.1% | 225 |
|
|
2022
Q4 | $209K | Buy |
1,578
+17
| +1% | +$2.25K | 0.08% | 252 |
|
|
2022
Q3 | $225K | Sell |
1,561
-76
| -5% | -$11K | 0.09% | 221 |
|
|
2022
Q2 | $270K | Buy |
1,637
+157
| +11% | +$25.9K | 0.1% | 191 |
|
|
2022
Q1 | $314K | Buy |
1,480
+31
| +2% | +$6.58K | 0.12% | 174 |
|
|
2021
Q4 | $308K | Buy |
1,449
+105
| +8% | +$22.3K | 0.12% | 178 |
|
|
2021
Q3 | $365K | Buy |
1,344
+30
| +2% | +$8.15K | 0.14% | 151 |
|
|
2021
Q2 | $321K | Buy |
1,314
+17
| +1% | +$4.15K | 0.15% | 150 |
|
|
2021
Q1 | $275K | Buy |
+1,297
| New | +$275K | 0.13% | 154 |
|