Sargent Bickham Lagudis’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $255K | Sell |
|
|||||
|
2022
Q3 | $324K | Buy |
|
|||||
|
2022
Q2 | $311K | Buy |
|
|||||
|
2022
Q1 | $342K | Buy |
|
|||||
|
2021
Q4 | $406K | Buy |
|
|||||
|
2021
Q3 | $429K | Buy |
|
|||||
|
2021
Q2 | $365K | Buy |
|
|||||
|
2021
Q1 | $312K | Sell |
|
|||||
|
2020
Q4 | $352K | Buy |
|
|||||
|
2020
Q3 | $373K | Sell |
|
|||||
|
2020
Q2 | $285K | Buy |
|
|||||
|
2020
Q1 | $217K | Buy |
|
|||||
|
2019
Q4 | $189K | Hold |
|
|||||
|
2019
Q3 | $172K | Buy |
|
|||||
|
2019
Q2 | $171K | Hold |
|
|||||
|
2019
Q1 | $178K | Sell |
|
|||||
|
2018
Q4 | $165K | Buy |
|
|||||
|
2018
Q3 | $177K | Buy |
|
|||||
|
2018
Q2 | $146K | Hold |
|
|||||
|
2018
Q1 | $125K | Sell |
|
|||||
|
2017
Q4 | $128K | Buy |
|
|||||
|
2017
Q3 | $73K | Hold |
|
|||||
|
2017
Q2 | $68K | Hold |
|
|||||
|
2017
Q1 | $64K | Buy |
|
|||||
|
2016
Q4 | $27K | Hold |
|
|||||
|
2016
Q3 | $29 | Hold |
|
|||||
|
2016
Q2 | $32K | Hold |
|
|||||
|
2016
Q1 | $30K | Buy |
|