PCA
Personal Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $54.3M | Sell |
409,528
-81,098
| -17% | -$10.8M | 0.26% | 88 |
|
|
2022
Q3 | $70.6M | Buy |
490,626
+101,463
| +26% | +$14.6M | 0.38% | 61 |
|
|
2022
Q2 | $64.2M | Sell |
389,163
-20,362
| -5% | -$3.36M | 0.34% | 64 |
|
|
2022
Q1 | $87M | Sell |
409,525
-6,644
| -2% | -$1.41M | 0.41% | 52 |
|
|
2021
Q4 | $106M | Buy |
416,169
+16,070
| +4% | +$4.09M | 0.49% | 41 |
|
|
2021
Q3 | $109M | Buy |
400,099
+15,128
| +4% | +$4.1M | 0.55% | 31 |
|
|
2021
Q2 | $94M | Buy |
384,971
+37,061
| +11% | +$9.05M | 0.49% | 34 |
|
|
2021
Q1 | $73.7M | Buy |
347,910
+7,447
| +2% | +$1.58M | 0.43% | 45 |
|
|
2020
Q4 | $75.8M | Buy |
340,463
+3,931
| +1% | +$875K | 0.48% | 38 |
|
|
2020
Q3 | $84.6M | Sell |
336,532
-3,570
| -1% | -$897K | 0.64% | 29 |
|
|
2020
Q2 | $63.7M | Buy |
340,102
+3,452
| +1% | +$647K | 0.53% | 29 |
|
|
2020
Q1 | $48.6M | Buy |
336,650
+4,435
| +1% | +$640K | 0.48% | 40 |
|
|
2019
Q4 | $54M | Buy |
332,215
+18,265
| +6% | +$2.97M | 0.45% | 46 |
|
|
2019
Q3 | $46.6M | Buy |
313,950
+14,952
| +5% | +$2.22M | 0.44% | 52 |
|
|
2019
Q2 | $45.4M | Buy |
298,998
+18,393
| +7% | +$2.79M | 0.46% | 45 |
|
|
2019
Q1 | $44.4M | Sell |
280,605
-36,547
| -12% | -$5.79M | 0.5% | 40 |
|
|
2018
Q4 | $43.4M | Buy |
317,152
+4,993
| +2% | +$684K | 0.58% | 31 |
|
|
2018
Q3 | $49.6M | Buy |
312,159
+4,892
| +2% | +$778K | 0.64% | 26 |
|
|
2018
Q2 | $41.9M | Buy |
307,267
+13,481
| +5% | +$1.84M | 0.59% | 29 |
|
|
2018
Q1 | $34.2M | Buy |
293,786
+21,545
| +8% | +$2.51M | 0.53% | 37 |
|
|
2017
Q4 | $27.8M | Buy |
272,241
+21,620
| +9% | +$2.21M | 0.47% | 53 |
|
|
2017
Q3 | $23.4M | Buy |
250,621
+22,869
| +10% | +$2.14M | 0.46% | 59 |
|
|
2017
Q2 | $19.7M | Buy |
227,752
+217,929
| +2,219% | +$18.9M | 0.43% | 68 |
|
|
2017
Q1 | $809K | Buy |
+9,823
| New | +$809K | 0.02% | 146 |
|
|
2016
Q4 | – | Sell |
-4,775
| Closed | -$340K | – | 177 |
|
|
2016
Q3 | $340K | Buy |
+4,775
| New | +$340K | 0.01% | 147 |
|
|
2014
Q4 | – | Sell |
-4,718
| Closed | -$271K | – | 138 |
|
|
2014
Q3 | $271K | Sell |
4,718
-84,161
| -95% | -$4.83M | 0.03% | 130 |
|
|
2014
Q2 | $5.16M | Buy |
88,879
+22,996
| +35% | +$1.34M | 0.86% | 32 |
|
|
2014
Q1 | $3.76M | Buy |
65,883
+15,212
| +30% | +$868K | 0.85% | 37 |
|
|
2013
Q4 | $2.8M | Buy |
+50,671
| New | +$2.8M | 0.89% | 35 |
|