MLL
Moody Lynn & Lieberson’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
4,628
-368
| -7% | -$100K | 0.07% | 107 |
|
|
2025
Q1 | $1.34M | Sell |
4,996
-10
| -0.2% | -$2.68K | 0.09% | 99 |
|
|
2024
Q4 | $1.67M | Hold |
5,006
| – | – | 0.1% | 90 |
|
|
2024
Q3 | $1.37M | Sell |
5,006
-290
| -5% | -$79.4K | 0.08% | 108 |
|
|
2024
Q2 | $1.36M | Sell |
5,296
-13,708
| -72% | -$3.52M | 0.09% | 103 |
|
|
2024
Q1 | $5.72M | Buy |
19,004
+12,038
| +173% | +$3.63M | 0.38% | 50 |
|
|
2023
Q4 | $1.83M | Buy |
6,966
+360
| +5% | +$94.7K | 0.14% | 89 |
|
|
2023
Q3 | $1.34M | Sell |
6,606
-15,077
| -70% | -$3.06M | 0.11% | 92 |
|
|
2023
Q2 | $4.58M | Buy |
21,683
+16,712
| +336% | +$3.53M | 0.37% | 54 |
|
|
2023
Q1 | $993K | Sell |
4,971
-550
| -10% | -$110K | 0.09% | 110 |
|
|
2022
Q4 | $732K | Sell |
5,521
-5
| -0.1% | -$663 | 0.07% | 127 |
|
|
2022
Q3 | $795K | Sell |
5,526
-13,750
| -71% | -$1.98M | 0.08% | 113 |
|
|
2022
Q2 | $3.18M | Buy |
19,276
+13,640
| +242% | +$2.25M | 0.29% | 68 |
|
|
2022
Q1 | $1.2M | Sell |
5,636
-18,025
| -76% | -$3.83M | 0.09% | 105 |
|
|
2021
Q4 | $6.01M | Sell |
23,661
-2,775
| -10% | -$705K | 0.4% | 57 |
|
|
2021
Q3 | $7.17M | Buy |
26,436
+20,663
| +358% | +$5.6M | 0.54% | 49 |
|
|
2021
Q2 | $1.41M | Sell |
5,773
-55
| -0.9% | -$13.4K | 0.11% | 101 |
|
|
2021
Q1 | $1.24M | Sell |
5,828
-30,674
| -84% | -$6.5M | 0.1% | 99 |
|
|
2020
Q4 | $8.12M | Sell |
36,502
-407
| -1% | -$90.6K | 0.7% | 44 |
|
|
2020
Q3 | $9.28M | Sell |
36,909
-21,704
| -37% | -$5.45M | 0.92% | 35 |
|
|
2020
Q2 | $11M | Buy |
58,613
+15,611
| +36% | +$2.92M | 1.19% | 31 |
|
|
2020
Q1 | $6.19K | Buy |
43,002
+13,725
| +47% | +$1.98K | 0.85% | 37 |
|
|
2019
Q4 | $4.76M | Sell |
29,277
-12,404
| -30% | -$2.02M | 0.46% | 62 |
|
|
2019
Q3 | $6.19M | Sell |
41,681
-6,936
| -14% | -$1.03M | 0.69% | 51 |
|
|
2019
Q2 | $7.38M | Sell |
48,617
-40,994
| -46% | -$6.22M | 0.81% | 42 |
|
|
2019
Q1 | $14.2M | Buy |
89,611
+68,179
| +318% | +$10.8M | 1.63% | 23 |
|
|
2018
Q4 | $2.94M | Sell |
21,432
-37,810
| -64% | -$5.18M | 0.39% | 57 |
|
|
2018
Q3 | $9.42M | Sell |
59,242
-7,324
| -11% | -$1.16M | 1% | 35 |
|
|
2018
Q2 | $9.08M | Buy |
66,566
+9,189
| +16% | +$1.25M | 1.07% | 34 |
|
|
2018
Q1 | $6.67M | Sell |
57,377
-6,713
| -10% | -$781K | 0.81% | 38 |
|
|
2017
Q4 | $7.19M | Buy |
64,090
+4,700
| +8% | +$527K | 0.77% | 42 |
|
|
2017
Q3 | $5.55M | Buy |
59,390
+46,560
| +363% | +$4.35M | 0.67% | 46 |
|
|
2017
Q2 | $1.11M | Buy |
+12,830
| New | +$1.11M | 0.15% | 95 |
|
|
2016
Q2 | – | Sell |
-9,507
| Closed | -$702K | – | 153 |
|
|
2016
Q1 | $702K | Sell |
9,507
-12,046
| -56% | -$889K | 0.11% | 91 |
|
|
2015
Q4 | $1.69M | Buy |
21,553
+6,485
| +43% | +$508K | 0.27% | 84 |
|
|
2015
Q3 | $1.05M | Buy |
+15,068
| New | +$1.05M | 0.2% | 76 |
|