NME
Notis-McConarty Edward’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
6,562
+2,718
| +71% | +$741K | 0.87% | 31 |
|
|
2025
Q1 | $1.03M | Buy |
3,844
+1,604
| +72% | +$430K | 0.53% | 40 |
|
|
2024
Q4 | $749K | Buy |
+2,240
| New | +$749K | 0.36% | 48 |
|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$248K | – | 97 |
|
|
2022
Q2 | $248K | Hold |
1,500
| – | – | 0.1% | 91 |
|
|
2022
Q1 | $318K | Hold |
1,500
| – | – | 0.11% | 89 |
|
|
2021
Q4 | $381K | Hold |
1,500
| – | – | 0.13% | 86 |
|
|
2021
Q3 | $407K | Hold |
1,500
| – | – | 0.15% | 85 |
|
|
2021
Q2 | $366K | Hold |
1,500
| – | – | 0.14% | 88 |
|
|
2021
Q1 | $318K | Hold |
1,500
| – | – | 0.12% | 87 |
|
|
2020
Q4 | $334K | Hold |
1,500
| – | – | 0.14% | 84 |
|
|
2020
Q3 | $377K | Hold |
1,500
| – | – | 0.17% | 80 |
|
|
2020
Q2 | $281K | Hold |
1,500
| – | – | 0.13% | 85 |
|
|
2020
Q1 | $216K | Hold |
1,500
| – | – | 0.12% | 87 |
|
|
2019
Q4 | $244K | Hold |
1,500
| – | – | 0.11% | 94 |
|
|
2019
Q3 | $223K | Hold |
1,500
| – | – | 0.1% | 97 |
|
|
2019
Q2 | $228K | Hold |
1,500
| – | – | 0.11% | 97 |
|
|
2019
Q1 | $238K | Hold |
1,500
| – | – | 0.11% | 96 |
|
|
2018
Q4 | $205K | Buy |
+1,500
| New | +$205K | 0.11% | 98 |
|