MFS

Monetta Financial Services’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,900	Closed	-$1.3M	–	57
2024 Q4	$1.3M	Hold	3,900	–	–	1.05%	21
2024 Q3	$1.07M	Buy	+3,900	New	+$1.07M	0.91%	26
2024 Q2	–	Sell	-4,500	Closed	-$1.36M	–	50
2024 Q1	$1.36M	Hold	4,500	–	–	1.22%	18
2023 Q4	$1.18M	Hold	4,500	–	–	1.13%	23
2023 Q3	$913K	Hold	4,500	–	–	0.99%	28
2023 Q2	$951K	Buy	4,500 +1,000	+29%	+$211K	0.93%	24
2023 Q1	$699K	Buy	+3,500	New	+$699K	0.75%	37
2022 Q2	–	Sell	-3,000	Closed	-$637K	–	63
2022 Q1	$637K	Buy	+3,000	New	+$637K	0.53%	41
2018 Q4	–	Sell	-9,500	Closed	-$1.51M	–	39
2018 Q3	$1.51M	Sell	9,500 -9,500	-50%	-$1.51M	0.92%	24
2018 Q2	$2.59M	Buy	19,000 +1,500	+9%	+$205K	1.35%	28
2018 Q1	$2.04M	Buy	+17,500	New	+$2.04M	1.09%	29
2016 Q3	–	Sell	-7,500	Closed	-$596K	–	64
2016 Q2	$596K	Hold	7,500	–	–	0.38%	59
2016 Q1	$554K	Hold	7,500	–	–	0.34%	72
2015 Q4	$588K	Hold	7,500	–	–	0.35%	58
2015 Q3	$521K	Buy	+7,500	New	+$521K	0.32%	69
2014 Q2	–	Sell	-9,000	Closed	-$514K	–	63
2014 Q1	$514K	Buy	+9,000	New	+$514K	0.28%	71