Paces Ferry Wealth Advisors’s Sprinklr CXM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Hold |
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|
2025
Q1 | $880K | Hold |
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|
2024
Q4 | $891K | Hold |
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|
2024
Q3 | $815K | Hold |
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|
2024
Q2 | $1.01M | Hold |
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|
2024
Q1 | $1.29M | Hold |
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|
2023
Q4 | $1.27M | Hold |
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|
2023
Q3 | $1.46M | Hold |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.69M | Hold |
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|
2022
Q3 | $1.91M | Sell |
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|
2022
Q2 | $2.65M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6.19M | Buy |
|