NDSI
Newman Dignan & Sheerar Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
4,199
-55
| -1% | -$15K | 0.26% | 75 |
|
|
2025
Q1 | $1.14M | Buy |
4,254
+376
| +10% | +$101K | 0.31% | 70 |
|
|
2024
Q4 | $1.3M | Sell |
3,878
-35
| -0.9% | -$11.7K | 0.33% | 65 |
|
|
2024
Q3 | $1.15M | Buy |
3,913
+1
| +0% | +$294 | 0.28% | 76 |
|
|
2024
Q2 | $1.01M | Sell |
3,912
-119
| -3% | -$30.6K | 0.26% | 82 |
|
|
2024
Q1 | $1.21M | Buy |
4,031
+7
| +0.2% | +$2.11K | 0.32% | 76 |
|
|
2023
Q4 | $1.06M | Buy |
4,024
+144
| +4% | +$37.9K | 0.32% | 81 |
|
|
2023
Q3 | $787K | Buy |
3,880
+26
| +0.7% | +$5.27K | 0.26% | 90 |
|
|
2023
Q2 | $814K | Sell |
3,854
-46
| -1% | -$9.72K | 0.25% | 90 |
|
|
2023
Q1 | $779K | Buy |
+3,900
| New | +$779K | 0.25% | 89 |
|
|
2022
Q4 | – | Sell |
-4,304
| Closed | -$619 | – | 194 |
|
|
2022
Q3 | $619 | Sell |
4,304
-60
| -1% | -$9 | 0.1% | 94 |
|
|
2022
Q2 | $720K | Sell |
4,364
-435
| -9% | -$71.8K | 0.25% | 92 |
|
|
2022
Q1 | $1.02K | Buy |
4,799
+332
| +7% | +$70 | 0.2% | 77 |
|
|
2021
Q4 | $1.14M | Sell |
4,467
-63
| -1% | -$16K | 0.34% | 76 |
|
|
2021
Q3 | $1.23M | Sell |
4,530
-1
| -0% | -$271 | 0.36% | 70 |
|
|
2021
Q2 | $1.11M | Buy |
4,531
+3
| +0.1% | +$733 | 0.37% | 69 |
|
|
2021
Q1 | $959K | Sell |
4,528
-19
| -0.4% | -$4.02K | 0.35% | 73 |
|
|
2020
Q4 | $1.01K | Sell |
4,547
-177
| -4% | -$39 | 0.16% | 68 |
|
|
2020
Q3 | $1.19M | Buy |
4,724
+875
| +23% | +$220K | 0.5% | 57 |
|
|
2020
Q2 | $738K | Buy |
3,849
+303
| +9% | +$58.1K | 0.32% | 75 |
|
|
2020
Q1 | $552K | Sell |
3,546
-1
| -0% | -$156 | 0.29% | 75 |
|
|
2019
Q4 | $577 | Sell |
3,547
-380
| -10% | -$62 | 0.06% | 91 |
|
|
2019
Q3 | $583K | Sell |
3,927
-35
| -0.9% | -$5.2K | 0.27% | 85 |
|
|
2019
Q2 | $601 | Sell |
3,962
-181
| -4% | -$27 | 0.02% | 87 |
|
|
2019
Q1 | $656K | Sell |
4,143
-30
| -0.7% | -$4.75K | 0.26% | 78 |
|
|
2018
Q4 | $572 | Buy |
4,173
+1,056
| +34% | +$145 | 0.05% | 83 |
|
|
2018
Q3 | $483K | Buy |
3,117
+510
| +20% | +$79K | 0.21% | 103 |
|
|
2018
Q2 | $356 | Buy |
+2,607
| New | +$356 | 0.02% | 117 |
|