MMG
Monetary Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Hold |
3,340
| – | – | 0.22% | 97 |
|
|
2025
Q1 | $896K | Buy |
3,340
+100
| +3% | +$26.8K | 0.24% | 94 |
|
|
2024
Q4 | $1.08M | Hold |
3,240
| – | – | 0.28% | 79 |
|
|
2024
Q3 | $887K | Sell |
3,240
-125
| -4% | -$34.2K | 0.23% | 94 |
|
|
2024
Q2 | $865K | Sell |
3,365
-675
| -17% | -$174K | 0.23% | 91 |
|
|
2024
Q1 | $1.22M | Buy |
4,040
+1,765
| +78% | +$532K | 0.34% | 72 |
|
|
2023
Q4 | $599K | Hold |
2,275
| – | – | 0.19% | 116 |
|
|
2023
Q3 | $461K | Buy |
2,275
+325
| +17% | +$65.9K | 0.15% | 132 |
|
|
2023
Q2 | $412K | Sell |
1,950
-1,250
| -39% | -$264K | 0.13% | 144 |
|
|
2023
Q1 | $639K | Hold |
3,200
| – | – | 0.19% | 114 |
|
|
2022
Q4 | $424K | Sell |
3,200
-5,572
| -64% | -$739K | 0.13% | 139 |
|
|
2022
Q3 | $1.26M | Sell |
8,772
-175
| -2% | -$25.2K | 0.42% | 60 |
|
|
2022
Q2 | $1.48M | Sell |
8,947
-1,150
| -11% | -$190K | 0.46% | 55 |
|
|
2022
Q1 | $2.14M | Sell |
10,097
-4,195
| -29% | -$891K | 0.57% | 43 |
|
|
2021
Q4 | $3.63M | Sell |
14,292
-3,210
| -18% | -$816K | 0.9% | 32 |
|
|
2021
Q3 | $4.75M | Sell |
17,502
-1,565
| -8% | -$424K | 1.31% | 15 |
|
|
2021
Q2 | $4.66M | Sell |
19,067
-300
| -2% | -$73.3K | 1.4% | 13 |
|
|
2021
Q1 | $4.1M | Sell |
19,367
-1,850
| -9% | -$392K | 1.29% | 14 |
|
|
2020
Q4 | $4.72M | Buy |
21,217
+8,977
| +73% | +$2M | 1.56% | 12 |
|
|
2020
Q3 | $3.08M | Sell |
12,240
-800
| -6% | -$201K | 1.1% | 22 |
|
|
2020
Q2 | $2.44M | Buy |
13,040
+1,100
| +9% | +$206K | 0.92% | 30 |
|
|
2020
Q1 | $1.72M | Buy |
11,940
+2,175
| +22% | +$313K | 0.76% | 39 |
|
|
2019
Q4 | $1.59M | Sell |
9,765
-25
| -0.3% | -$4.07K | 0.58% | 50 |
|
|
2019
Q3 | $1.45M | Hold |
9,790
| – | – | 0.55% | 51 |
|
|
2019
Q2 | $1.49M | Buy |
9,790
+3,480
| +55% | +$528K | 0.57% | 51 |
|
|
2019
Q1 | $999K | Hold |
6,310
| – | – | 0.4% | 75 |
|
|
2018
Q4 | $864K | Buy |
+6,310
| New | +$864K | 0.39% | 74 |
|