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 |
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2024
Q2 | $574K | Sell |
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2024
Q1 | $675K | Sell |
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2023
Q4 | $592K | Buy |
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2023
Q3 | $455K | Sell |
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2023
Q2 | $476K | Sell |
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2023
Q1 | $577K | Sell |
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2022
Q4 | $429K | Buy |
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2022
Q3 | $325K | Buy |
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2022
Q2 | $313K | Buy |
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2022
Q1 | $315K | Buy |
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2021
Q4 | $429K | Buy |
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2021
Q3 | $481K | Buy |
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