Sargent Bickham Lagudis’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $255K | Sell |
1,925
-326
| -14% | -$43.2K | 0.02% | 243 |
|
|
2022
Q3 | $324K | Buy |
2,251
+369
| +20% | +$53.1K | 0.03% | 203 |
|
|
2022
Q2 | $311K | Buy |
1,882
+273
| +17% | +$45.1K | 0.03% | 214 |
|
|
2022
Q1 | $342K | Buy |
1,609
+12
| +0.8% | +$2.55K | 0.03% | 202 |
|
|
2021
Q4 | $406K | Buy |
1,597
+16
| +1% | +$4.07K | 0.03% | 187 |
|
|
2021
Q3 | $429K | Buy |
1,581
+86
| +6% | +$23.3K | 0.03% | 185 |
|
|
2021
Q2 | $365K | Buy |
1,495
+22
| +1% | +$5.37K | 0.03% | 198 |
|
|
2021
Q1 | $312K | Sell |
1,473
-107
| -7% | -$22.7K | 0.03% | 194 |
|
|
2020
Q4 | $352K | Buy |
1,580
+97
| +7% | +$21.6K | 0.03% | 181 |
|
|
2020
Q3 | $373K | Sell |
1,483
-37
| -2% | -$9.31K | 0.04% | 165 |
|
|
2020
Q2 | $285K | Buy |
1,520
+16
| +1% | +$3K | 0.03% | 175 |
|
|
2020
Q1 | $217K | Buy |
1,504
+342
| +29% | +$49.3K | 0.03% | 192 |
|
|
2019
Q4 | $189K | Hold |
1,162
| – | – | 0.02% | 204 |
|
|
2019
Q3 | $172K | Buy |
1,162
+38
| +3% | +$5.63K | 0.02% | 201 |
|
|
2019
Q2 | $171K | Hold |
1,124
| – | – | 0.02% | 217 |
|
|
2019
Q1 | $178K | Sell |
1,124
-80
| -7% | -$12.7K | 0.02% | 225 |
|
|
2018
Q4 | $165K | Buy |
1,204
+93
| +8% | +$12.7K | 0.02% | 217 |
|
|
2018
Q3 | $177K | Buy |
1,111
+37
| +3% | +$5.9K | 0.02% | 215 |
|
|
2018
Q2 | $146K | Hold |
1,074
| – | – | 0.02% | 235 |
|
|
2018
Q1 | $125K | Sell |
1,074
-180
| -14% | -$21K | 0.02% | 250 |
|
|
2017
Q4 | $128K | Buy |
1,254
+474
| +61% | +$48.4K | 0.02% | 258 |
|
|
2017
Q3 | $73K | Hold |
780
| – | – | 0.01% | 313 |
|
|
2017
Q2 | $68K | Hold |
780
| – | – | 0.01% | 311 |
|
|
2017
Q1 | $64K | Buy |
780
+380
| +95% | +$31.2K | 0.01% | 318 |
|
|
2016
Q4 | $27K | Hold |
400
| – | – | ﹤0.01% | 425 |
|
|
2016
Q3 | $29 | Hold |
400
| – | – | ﹤0.01% | 428 |
|
|
2016
Q2 | $32K | Hold |
400
| – | – | 0.01% | 396 |
|
|
2016
Q1 | $30K | Buy |
+400
| New | +$30K | ﹤0.01% | 429 |
|