QFA
Quattro Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Sell |
25,000
-10,000
| -29% | -$2.73M | 2.4% | 13 |
|
|
2025
Q1 | $9.39M | Sell |
35,000
-40,000
| -53% | -$10.7M | 3.22% | 8 |
|
|
2024
Q4 | $24.7M | Buy |
75,000
+10,000
| +15% | +$3.3M | 6.39% | 2 |
|
|
2024
Q3 | $18.8M | Sell |
65,000
-10,000
| -13% | -$2.89M | 5.31% | 3 |
|
|
2024
Q2 | $19.3M | Buy |
75,000
+25,000
| +50% | +$6.43M | 5.04% | 5 |
|
|
2024
Q1 | $15.1M | Buy |
50,000
+49,737
| +18,911% | +$15M | 4.28% | 7 |
|
|
2023
Q4 | $13.2M | Sell |
263
-35,237
| -99% | -$1.76B | 4.55% | 4 |
|
|
2023
Q3 | $7.2M | Buy |
35,500
+14,649
| +70% | +$2.97M | 3.14% | 7 |
|
|
2023
Q2 | $4.4M | Buy |
20,851
+10,161
| +95% | +$2.15M | 1.75% | 19 |
|
|
2023
Q1 | $2.14M | Sell |
10,690
-4,190
| -28% | -$837K | 0.88% | 25 |
|
|
2022
Q4 | $1.97M | Sell |
14,880
-7,120
| -32% | -$944K | 0.79% | 24 |
|
|
2022
Q3 | $3.16M | Hold |
22,000
| – | – | 1.26% | 24 |
|
|
2022
Q2 | $3.63M | Buy |
22,000
+17,100
| +349% | +$2.82M | 1.23% | 24 |
|
|
2022
Q1 | $1.04M | Buy |
4,900
+1,900
| +63% | +$403K | 0.35% | 48 |
|
|
2021
Q4 | $762K | Sell |
3,000
-150
| -5% | -$38.1K | 0.27% | 62 |
|
|
2021
Q3 | $916K | Buy |
3,150
+150
| +5% | +$43.6K | 0.24% | 63 |
|
|
2021
Q2 | $720K | Buy |
+3,000
| New | +$720K | 0.19% | 69 |
|