Passumpsic Savings Bank’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$2.39M Sell
7,163
-169
-2% -$56.5K 1.49% 30
2024
Q3
$2.01M Buy
7,332
+87
+1% +$23.8K 1.32% 37
2024
Q2
$1.86M Sell
7,245
-3,179
-30% -$817K 1.34% 36
2024
Q1
$3.14M Buy
+10,424
New +$3.14M 2.01% 20