New World Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$574K Sell
2024
Q1
$675K Sell
2023
Q4
$592K Buy
2023
Q3
$455K Sell
2023
Q2
$476K Sell
2023
Q1
$577K Sell
2022
Q4
$429K Buy
2022
Q3
$325K Buy
2022
Q2
$313K Buy
2022
Q1
$315K Buy
2021
Q4
$429K Buy
2021
Q3
$481K Buy