PBT
Pictet Bank & Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Hold |
4,932
| – | – | 1.58% | 24 |
|
|
2025
Q1 | $1.32M | Sell |
4,932
-180
| -4% | -$48.3K | 1.62% | 25 |
|
|
2024
Q4 | $1.71M | Buy |
5,112
+240
| +5% | +$80.2K | 1.71% | 21 |
|
|
2024
Q3 | $1.33M | Sell |
4,872
-1,404
| -22% | -$384K | 1.35% | 25 |
|
|
2024
Q2 | $1.61M | Buy |
6,276
+250
| +4% | +$64.3K | 1.64% | 22 |
|
|
2024
Q1 | $1.81M | Sell |
6,026
-712
| -11% | -$214K | 1.88% | 21 |
|
|
2023
Q4 | $1.77M | Sell |
6,738
-1,580
| -19% | -$416K | 1.8% | 21 |
|
|
2023
Q3 | $1.69M | Sell |
8,318
-414
| -5% | -$84K | 1.81% | 21 |
|
|
2023
Q2 | $1.84M | Sell |
8,732
-313
| -3% | -$66.1K | 1.51% | 21 |
|
|
2023
Q1 | $1.81M | Buy |
9,045
+240
| +3% | +$47.9K | 1.26% | 21 |
|
|
2022
Q4 | $1.17M | Buy |
8,805
+1,035
| +13% | +$137K | 1.37% | 27 |
|
|
2022
Q3 | $1.12M | Sell |
7,770
-4,243
| -35% | -$610K | 1.43% | 27 |
|
|
2022
Q2 | $1.98M | Buy |
12,013
+373
| +3% | +$61.6K | 1.36% | 27 |
|
|
2022
Q1 | $2.47M | Sell |
11,640
-173
| -1% | -$36.7K | 1.39% | 26 |
|
|
2021
Q4 | $3M | Sell |
11,813
-20
| -0.2% | -$5.08K | 1.55% | 22 |
|
|
2021
Q3 | $3.21M | Buy |
+11,833
| New | +$3.21M | 1.98% | 16 |
|