PMG
ProVise Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
5,037
-22
| -0.4% | -$6K | 0.11% | 118 |
|
|
2025
Q1 | $1.36M | Sell |
5,059
-106
| -2% | -$28.4K | 0.12% | 118 |
|
|
2024
Q4 | $1.73M | Sell |
5,165
-313
| -6% | -$105K | 0.15% | 109 |
|
|
2024
Q3 | $1.5M | Sell |
5,478
-40
| -0.7% | -$10.9K | 0.12% | 130 |
|
|
2024
Q2 | $1.42M | Buy |
5,518
+56
| +1% | +$14.4K | 0.12% | 126 |
|
|
2024
Q1 | $1.65M | Sell |
5,462
-614
| -10% | -$185K | 0.14% | 122 |
|
|
2023
Q4 | $1.6M | Sell |
6,076
-123
| -2% | -$32.4K | 0.14% | 140 |
|
|
2023
Q3 | $1.26M | Buy |
6,199
+80
| +1% | +$16.2K | 0.12% | 151 |
|
|
2023
Q2 | $1.29M | Buy |
6,119
+137
| +2% | +$28.9K | 0.12% | 150 |
|
|
2023
Q1 | $1.2M | Buy |
5,982
+484
| +9% | +$96.7K | 0.11% | 152 |
|
|
2022
Q4 | $729K | Sell |
5,498
-423
| -7% | -$56.1K | 0.07% | 178 |
|
|
2022
Q3 | $852K | Sell |
5,921
-991
| -14% | -$143K | 0.1% | 165 |
|
|
2022
Q2 | $1.14M | Sell |
6,912
-1,954
| -22% | -$323K | 0.12% | 147 |
|
|
2022
Q1 | $1.88M | Buy |
8,866
+74
| +0.8% | +$15.7K | 0.18% | 128 |
|
|
2021
Q4 | $2.23M | Sell |
8,792
-475
| -5% | -$121K | 0.2% | 118 |
|
|
2021
Q3 | $2.51M | Buy |
9,267
+99
| +1% | +$26.8K | 0.25% | 109 |
|
|
2021
Q2 | $2.24M | Sell |
9,168
-22
| -0.2% | -$5.37K | 0.23% | 111 |
|
|
2021
Q1 | $1.95M | Buy |
9,190
+125
| +1% | +$26.5K | 0.21% | 116 |
|
|
2020
Q4 | $2.02M | Buy |
9,065
+1,080
| +14% | +$240K | 0.23% | 109 |
|
|
2020
Q3 | $2.01M | Sell |
7,985
-25
| -0.3% | -$6.28K | 0.27% | 99 |
|
|
2020
Q2 | $1.5M | Buy |
8,010
+600
| +8% | +$112K | 0.22% | 115 |
|
|
2020
Q1 | $1.07M | Sell |
7,410
-80
| -1% | -$11.5K | 0.18% | 126 |
|
|
2019
Q4 | $1.22M | Buy |
7,490
+20
| +0.3% | +$3.25K | 0.15% | 135 |
|
|
2019
Q3 | $1.11M | Buy |
7,470
+175
| +2% | +$26K | 0.15% | 140 |
|
|
2019
Q2 | $1.11M | Buy |
7,295
+360
| +5% | +$54.6K | 0.15% | 139 |
|
|
2019
Q1 | $1.1M | Sell |
6,935
-450
| -6% | -$71.2K | 0.15% | 137 |
|
|
2018
Q4 | $1.01M | Buy |
7,385
+1,475
| +25% | +$202K | 0.16% | 137 |
|
|
2018
Q3 | $940K | Sell |
5,910
-250
| -4% | -$39.8K | 0.12% | 153 |
|
|
2018
Q2 | $840 | Buy |
6,160
+400
| +7% | +$55 | 0.06% | 177 |
|
|
2018
Q1 | $670K | Buy |
5,760
+150
| +3% | +$17.4K | 0.1% | 173 |
|
|
2017
Q4 | $574K | Buy |
5,610
+275
| +5% | +$28.1K | 0.08% | 196 |
|
|
2017
Q3 | $498K | Hold |
5,335
| – | – | 0.07% | 211 |
|
|
2017
Q2 | $462K | Buy |
5,335
+705
| +15% | +$61.1K | 0.07% | 218 |
|
|
2017
Q1 | $382K | Buy |
4,630
+480
| +12% | +$39.6K | 0.06% | 236 |
|
|
2016
Q4 | $284K | Buy |
+4,150
| New | +$284K | 0.05% | 271 |
|