Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $129K | Sell |
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|
2023
Q2 | $140K | Buy |
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|
2023
Q1 | $67.1K | Sell |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $500K | Buy |
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|
2021
Q4 | $594K | Sell |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $548K | Buy |
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|
2021
Q1 | $455K | Sell |
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|
2020
Q4 | $479K | Buy |
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|
2020
Q3 | $536K | Buy |
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|
2020
Q2 | $395K | Sell |
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|
2020
Q1 | $319K | Buy |
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|
2019
Q4 | $356K | Sell |
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|
2019
Q3 | $326K | Buy |
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|
2019
Q2 | $306K | Buy |
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|
2019
Q1 | $317K | Buy |
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|
2018
Q4 | $271K | Buy |
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|
2018
Q3 | $296K | Hold |
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|
2018
Q2 | $254K | Hold |
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|
2018
Q1 | $216K | Hold |
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|
2017
Q4 | $190K | Hold |
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|
2017
Q3 | $174K | Hold |
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|
2017
Q2 | $161K | Buy |
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|
2017
Q1 | $152K | Sell |
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|
2016
Q4 | $127K | Buy |
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|
2016
Q3 | $130K | Hold |
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|
2016
Q2 | $145K | Hold |
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|
2016
Q1 | $135K | Buy |
|