PCS
Personal CFO Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
4,191
+547
| +15% | +$149K | 0.21% | 94 |
|
|
2025
Q1 | $978K | Sell |
3,644
-942
| -21% | -$253K | 0.2% | 102 |
|
|
2024
Q4 | $1.53M | Buy |
4,586
+292
| +7% | +$97.6K | 0.3% | 61 |
|
|
2024
Q3 | $1.18M | Sell |
4,294
-3,688
| -46% | -$1.01M | 0.16% | 117 |
|
|
2024
Q2 | $2.05M | Sell |
7,982
-206
| -3% | -$53K | 0.32% | 60 |
|
|
2024
Q1 | $2.47M | Buy |
8,188
+467
| +6% | +$141K | 0.38% | 48 |
|
|
2023
Q4 | $2.03M | Sell |
7,721
-574
| -7% | -$151K | 0.35% | 53 |
|
|
2023
Q3 | $1.68M | Buy |
8,295
+793
| +11% | +$161K | 0.33% | 63 |
|
|
2023
Q2 | $1.58M | Sell |
7,502
-1,558
| -17% | -$329K | 0.32% | 65 |
|
|
2023
Q1 | $1.81M | Buy |
9,060
+469
| +5% | +$93.7K | 0.37% | 58 |
|
|
2022
Q4 | $1.14M | Sell |
8,591
-574
| -6% | -$76.1K | 0.24% | 76 |
|
|
2022
Q3 | $1.32M | Buy |
9,165
+1,429
| +18% | +$206K | 0.33% | 55 |
|
|
2022
Q2 | $1.28M | Buy |
7,736
+238
| +3% | +$39.3K | 0.3% | 57 |
|
|
2022
Q1 | $1.59M | Buy |
7,498
+279
| +4% | +$59.2K | 0.31% | 55 |
|
|
2021
Q4 | $1.84M | Buy |
7,219
+179
| +3% | +$45.5K | 0.34% | 53 |
|
|
2021
Q3 | $1.91M | Sell |
7,040
-12
| -0.2% | -$3.25K | 0.39% | 46 |
|
|
2021
Q2 | $1.72M | Sell |
7,052
-706
| -9% | -$172K | 0.35% | 55 |
|
|
2021
Q1 | $1.64M | Buy |
7,758
+1,366
| +21% | +$289K | 0.36% | 56 |
|
|
2020
Q4 | $1.42M | Sell |
6,392
-45
| -0.7% | -$10K | 0.35% | 60 |
|
|
2020
Q3 | $2K | Sell |
6,437
-168
| -3% | -$52 | 0.67% | 34 |
|
|
2020
Q2 | $1.24M | Sell |
6,605
-67
| -1% | -$12.5K | 0.37% | 64 |
|
|
2020
Q1 | $961K | Buy |
6,672
+2,451
| +58% | +$353K | 0.35% | 64 |
|
|
2019
Q4 | $685K | Buy |
+4,221
| New | +$685K | 0.2% | 108 |
|