Redmont Wealth Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$13.7K Hold
2024
Q2
$12.9K Hold
2024
Q1
$15.1K Buy
2023
Q1
Sell
2022
Q4
$689K Hold
2022
Q3
$748K Sell
2022
Q2
$875K Hold
2022
Q1
$1.13M Hold
2021
Q4
$1.35M Buy