Stewart & Patten Company’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$203K Sell
673
-100
-13% -$30.1K 0.03% 93
2023
Q4
$203K Buy
+773
New +$203K 0.03% 95