PNAA
Pictet North America Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
8,826
-1,461
| -14% | -$398K | 0.24% | 69 |
|
|
2025
Q1 | $2.76M | Buy |
10,287
+338
| +3% | +$90.7K | 0.28% | 69 |
|
|
2024
Q4 | $3.33M | Buy |
9,949
+201
| +2% | +$67.2K | 0.32% | 68 |
|
|
2024
Q3 | $2.67M | Buy |
+9,748
| New | +$2.67M | 0.26% | 69 |
|
|
2024
Q1 | – | Sell |
-972
| Closed | -$256K | – | 143 |
|
|
2023
Q4 | $256K | Buy |
+972
| New | +$256K | 0.03% | 122 |
|
|
2022
Q2 | – | Sell |
-983
| Closed | -$209K | – | 143 |
|
|
2022
Q1 | $209K | Buy |
983
+52
| +6% | +$11.1K | 0.02% | 125 |
|
|
2021
Q4 | $237K | Hold |
931
| – | – | 0.02% | 121 |
|
|
2021
Q3 | $253K | Hold |
931
| – | – | 0.03% | 116 |
|
|
2021
Q2 | $227K | Buy |
+931
| New | +$227K | 0.02% | 122 |
|
|
2019
Q3 | – | Sell |
-91,059
| Closed | -$13.8M | – | 154 |
|
|
2019
Q2 | $13.8M | Buy |
91,059
+665
| +0.7% | +$101K | 2.01% | 17 |
|
|
2019
Q1 | $14.3M | Sell |
90,394
-6,207
| -6% | -$983K | 2.14% | 18 |
|
|
2018
Q4 | $13.2M | Sell |
96,601
-1,621
| -2% | -$222K | 1.2% | 20 |
|
|
2018
Q3 | $15.6M | Buy |
98,222
+2,706
| +3% | +$430K | 2.07% | 17 |
|
|
2018
Q2 | $13M | Sell |
95,516
-4,284
| -4% | -$584K | 1.94% | 19 |
|
|
2018
Q1 | $11.6M | Buy |
+99,800
| New | +$11.6M | 1.75% | 23 |
|