OWD
Osborn Williams & Donohoe’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.35M | Buy |
16,310
+115
| +0.7% | +$16.6K | 0.31% | 84 |
|
|
2019
Q4 | $2.63M | Buy |
16,195
+1,945
| +14% | +$316K | 0.26% | 97 |
|
|
2019
Q3 | $2.12M | Buy |
14,250
+2,515
| +21% | +$373K | 0.21% | 118 |
|
|
2019
Q2 | $1.78M | Buy |
11,735
+300
| +3% | +$45.5K | 0.18% | 131 |
|
|
2019
Q1 | $1.84M | Buy |
11,435
+4,335
| +61% | +$697K | 0.19% | 134 |
|
|
2018
Q4 | $972K | Buy |
7,100
+5,000
| +238% | +$685K | 0.17% | 118 |
|
|
2018
Q3 | $334K | Hold |
2,100
| – | – | 0.05% | 200 |
|
|
2018
Q2 | $286K | Hold |
2,100
| – | – | 0.05% | 203 |
|
|
2018
Q1 | $244K | Hold |
2,100
| – | – | 0.04% | 205 |
|
|
2017
Q4 | $215K | Buy |
+2,100
| New | +$215K | 0.04% | 212 |
|
|
2016
Q3 | – | Sell |
-2,600
| Closed | -$206K | – | 227 |
|
|
2016
Q2 | $206K | Buy |
+2,600
| New | +$206K | 0.04% | 207 |
|
|
2016
Q1 | – | Sell |
-2,600
| Closed | -$204K | – | 225 |
|
|
2015
Q4 | $204K | Buy |
+2,600
| New | +$204K | 0.04% | 200 |
|