Old North State Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $225K | Buy |
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|
2025
Q2 | $237K | Buy |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | $237K | Sell |
|
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|
2024
Q3 | $291K | Buy |
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|
2024
Q2 | $271K | Buy |
|
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|
2024
Q1 | $235K | Sell |
|
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|
2023
Q4 | $2.54M | Buy |
|
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|
2023
Q3 | $1.9M | Buy |
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|
2023
Q2 | $1.97M | Buy |
|
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|
2023
Q1 | $1.83M | Sell |
|
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $1.73M | Buy |
|