RZH
Relyea Zuckerberg Hanson’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
2,681
+356
| +15% | +$97.1K | 0.09% | 117 |
|
|
2025
Q1 | $624K | Sell |
2,325
-11
| -0.5% | -$2.95K | 0.08% | 122 |
|
|
2024
Q4 | $781K | Buy |
2,336
+118
| +5% | +$39.5K | 0.11% | 107 |
|
|
2024
Q3 | $607K | Buy |
2,218
+265
| +14% | +$72.5K | 0.09% | 119 |
|
|
2024
Q2 | $502K | Buy |
1,953
+18
| +0.9% | +$4.63K | 0.08% | 124 |
|
|
2024
Q1 | $583K | Buy |
1,935
+13
| +0.7% | +$3.92K | 0.1% | 111 |
|
|
2023
Q4 | $506K | Buy |
1,922
+148
| +8% | +$38.9K | 0.1% | 115 |
|
|
2023
Q3 | $360K | Buy |
1,774
+13
| +0.7% | +$2.64K | 0.08% | 132 |
|
|
2023
Q2 | $372K | Buy |
1,761
+169
| +11% | +$35.7K | 0.08% | 130 |
|
|
2023
Q1 | $318K | Buy |
+1,592
| New | +$318K | 0.08% | 133 |
|
|
2020
Q4 | – | Sell |
-794
| Closed | -$205K | – | 119 |
|
|
2020
Q3 | $205K | Buy |
+794
| New | +$205K | 0.13% | 110 |
|