OIA
Optimum Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Hold |
500
| – | – | 0.06% | 213 |
|
|
2025
Q1 | $134K | Hold |
500
| – | – | 0.06% | 210 |
|
|
2024
Q4 | $167K | Hold |
500
| – | – | 0.07% | 193 |
|
|
2024
Q3 | $137K | Hold |
500
| – | – | 0.06% | 237 |
|
|
2024
Q2 | $129K | Hold |
500
| – | – | 0.06% | 233 |
|
|
2024
Q1 | $151K | Sell |
500
-5
| -1% | -$1.51K | 0.07% | 216 |
|
|
2023
Q4 | $133K | Sell |
505
-30
| -6% | -$7.89K | 0.07% | 224 |
|
|
2023
Q3 | $108K | Hold |
535
| – | – | 0.06% | 254 |
|
|
2023
Q2 | $113K | Sell |
535
-100
| -16% | -$21.1K | 0.06% | 256 |
|
|
2023
Q1 | $127K | Hold |
635
| – | – | 0.07% | 231 |
|
|
2022
Q4 | $84.2K | Hold |
635
| – | – | 0.05% | 294 |
|
|
2022
Q3 | $91K | Hold |
635
| – | – | 0.05% | 289 |
|
|
2022
Q2 | $105K | Buy |
635
+5
| +0.8% | +$827 | 0.05% | 278 |
|
|
2022
Q1 | $134K | Buy |
630
+30
| +5% | +$6.38K | 0.06% | 275 |
|
|
2021
Q4 | $152K | Hold |
600
| – | – | 0.06% | 273 |
|
|
2021
Q3 | $163K | Sell |
600
-260
| -30% | -$70.6K | 0.07% | 253 |
|
|
2021
Q2 | $210K | Sell |
860
-2,264
| -72% | -$553K | 0.07% | 256 |
|
|
2021
Q1 | $662K | Sell |
3,124
-115
| -4% | -$24.4K | 0.19% | 113 |
|
|
2020
Q4 | $721K | Buy |
3,239
+634
| +24% | +$141K | 0.22% | 105 |
|
|
2020
Q3 | $655K | Sell |
2,605
-1,091
| -30% | -$274K | 0.22% | 104 |
|
|
2020
Q2 | $692K | Sell |
3,696
-472
| -11% | -$88.4K | 0.24% | 91 |
|
|
2020
Q1 | $600K | Buy |
4,168
+224
| +6% | +$32.2K | 0.25% | 95 |
|
|
2019
Q4 | $641K | Buy |
3,944
+473
| +14% | +$76.9K | 0.19% | 133 |
|
|
2019
Q3 | $515K | Sell |
3,471
-69
| -2% | -$10.2K | 0.16% | 149 |
|
|
2019
Q2 | $537K | Buy |
3,540
+145
| +4% | +$22K | 0.17% | 141 |
|
|
2019
Q1 | $538K | Buy |
3,395
+1,690
| +99% | +$268K | 0.18% | 142 |
|
|
2018
Q4 | $234K | Sell |
1,705
-450
| -21% | -$61.8K | 0.08% | 226 |
|
|
2018
Q3 | $343K | Buy |
2,155
+500
| +30% | +$79.6K | 0.09% | 205 |
|
|
2018
Q2 | $226K | Hold |
1,655
| – | – | 0.07% | 278 |
|
|
2018
Q1 | $192K | Sell |
1,655
-1,000
| -38% | -$116K | 0.06% | 292 |
|
|
2017
Q4 | $271K | Buy |
2,655
+50
| +2% | +$5.1K | 0.09% | 249 |
|
|
2017
Q3 | $243K | Sell |
2,605
-150
| -5% | -$14K | 0.08% | 256 |
|
|
2017
Q2 | $239K | Buy |
2,755
+300
| +12% | +$26K | 0.08% | 250 |
|
|
2017
Q1 | $203K | Buy |
+2,455
| New | +$203K | 0.07% | 273 |
|
|
2015
Q1 | $120K | Hold |
1,800
| – | – | 0.04% | 350 |
|
|
2014
Q4 | $107K | Hold |
1,800
| – | – | 0.03% | 351 |
|
|
2014
Q3 | $104K | Hold |
1,800
| – | – | 0.03% | 344 |
|
|
2014
Q2 | $105K | Hold |
1,800
| – | – | 0.03% | 338 |
|
|
2014
Q1 | $103K | Hold |
1,800
| – | – | 0.04% | 294 |
|
|
2013
Q4 | $99K | Hold |
1,800
| – | – | 0.04% | 292 |
|
|
2013
Q3 | $93K | Buy |
+1,800
| New | +$93K | 0.04% | 285 |
|