PAG
Powers Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
1,212
-51
| -4% | -$13.9K | 0.15% | 89 |
|
|
2025
Q1 | $339K | Buy |
1,263
+1
| +0.1% | +$268 | 0.16% | 83 |
|
|
2024
Q4 | $422K | Sell |
1,262
-10
| -0.8% | -$3.34K | 0.21% | 67 |
|
|
2024
Q3 | $348K | Buy |
1,272
+1
| +0.1% | +$274 | 0.17% | 75 |
|
|
2024
Q2 | $327K | Sell |
1,271
-32
| -2% | -$8.23K | 0.18% | 78 |
|
|
2024
Q1 | $392K | Sell |
1,303
-22
| -2% | -$6.63K | 0.22% | 65 |
|
|
2023
Q4 | $349K | Sell |
1,325
-20
| -1% | -$5.26K | 0.22% | 68 |
|
|
2023
Q3 | $273K | Hold |
1,345
| – | – | 0.19% | 78 |
|
|
2023
Q2 | $284K | Hold |
1,345
| – | – | 0.19% | 77 |
|
|
2023
Q1 | $269K | Buy |
+1,345
| New | +$269K | 0.19% | 77 |
|
|
2022
Q4 | – | Sell |
-1,580
| Closed | -$227K | – | 92 |
|
|
2022
Q3 | $227K | Buy |
1,580
+25
| +2% | +$3.59K | 0.18% | 82 |
|
|
2022
Q2 | $257K | Sell |
1,555
-20
| -1% | -$3.31K | 0.2% | 80 |
|
|
2022
Q1 | $334K | Buy |
1,575
+627
| +66% | +$133K | 0.23% | 77 |
|
|
2021
Q4 | $241K | Buy |
+948
| New | +$241K | 0.17% | 84 |
|