QFA
Quantum Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Hold |
766
| – | – | 0.03% | 175 |
|
|
2025
Q1 | $206K | Buy |
766
+1
| +0.1% | +$268 | 0.03% | 173 |
|
|
2024
Q4 | $256K | Sell |
765
-76
| -9% | -$25.4K | 0.04% | 147 |
|
|
2024
Q3 | $230K | Hold |
841
| – | – | 0.04% | 161 |
|
|
2024
Q2 | $216K | Hold |
841
| – | – | 0.04% | 154 |
|
|
2024
Q1 | $253K | Sell |
841
-5
| -0.6% | -$1.51K | 0.05% | 140 |
|
|
2023
Q4 | $223K | Buy |
+846
| New | +$223K | 0.05% | 106 |
|