MGIA
Moneta Group Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
10,059
+1,004
| +11% | +$274K | 0.03% | 194 |
|
|
2025
Q1 | $2.43M | Sell |
9,055
-877
| -9% | -$235K | 0.03% | 188 |
|
|
2024
Q4 | $3.32M | Buy |
9,932
+636
| +7% | +$213K | 0.05% | 157 |
|
|
2024
Q3 | $2.54M | Sell |
9,296
-304
| -3% | -$83.2K | 0.04% | 179 |
|
|
2024
Q2 | $2.47M | Buy |
9,600
+1,076
| +13% | +$277K | 0.04% | 174 |
|
|
2024
Q1 | $2.57M | Sell |
8,524
-64
| -0.7% | -$19.3K | 0.04% | 170 |
|
|
2023
Q4 | $2.26M | Buy |
8,588
+556
| +7% | +$146K | 0.04% | 160 |
|
|
2023
Q3 | $1.63M | Buy |
8,032
+511
| +7% | +$104K | 0.04% | 180 |
|
|
2023
Q2 | $1.59M | Sell |
7,521
-2,131
| -22% | -$450K | 0.04% | 190 |
|
|
2023
Q1 | $1.93M | Buy |
9,652
+3,272
| +51% | +$654K | 0.05% | 162 |
|
|
2022
Q4 | $1.07M | Sell |
6,380
-1,775
| -22% | -$298K | 0.03% | 199 |
|
|
2022
Q3 | $1.17M | Sell |
8,155
-909
| -10% | -$131K | 0.04% | 179 |
|
|
2022
Q2 | $1.5M | Buy |
9,064
+944
| +12% | +$156K | 0.05% | 167 |
|
|
2022
Q1 | $1.72M | Sell |
8,120
-899
| -10% | -$191K | 0.07% | 149 |
|
|
2021
Q4 | $2.29M | Buy |
9,019
+203
| +2% | +$51.6K | 0.09% | 128 |
|
|
2021
Q3 | $2.39M | Sell |
8,816
-31
| -0.4% | -$8.41K | 0.11% | 116 |
|
|
2021
Q2 | $2.16M | Buy |
8,847
+1,871
| +27% | +$457K | 0.1% | 129 |
|
|
2021
Q1 | $1.48M | Buy |
+6,976
| New | +$1.48M | 0.08% | 145 |
|
|
2018
Q3 | – | Sell |
-599
| Closed | -$82K | – | 261 |
|
|
2018
Q2 | $82K | Buy |
599
+499
| +499% | +$68.3K | 0.01% | 293 |
|
|
2018
Q1 | $12K | Buy |
100
+93
| +1,329% | +$11.2K | ﹤0.01% | 440 |
|
|
2017
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 406 |
|