Northwest Investment Counselors’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 | $81.6K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $109K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $28.6K | Hold |
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|
2023
Q2 | $29.8K | Buy |
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|
2023
Q1 | $27.8K | Hold |
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|
2022
Q4 | $18.4K | Hold |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | $35K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $29K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $35K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $21K | Buy |
|