TCPG
Trivant Custom Portfolio Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
5,787
-42
| -0.7% | -$11.5K | 0.87% | 33 |
|
|
2025
Q1 | $1.56M | Sell |
5,829
-152
| -3% | -$40.8K | 0.9% | 32 |
|
|
2024
Q4 | $2M | Sell |
5,981
-103
| -2% | -$34.4K | 1.17% | 29 |
|
|
2024
Q3 | $1.67M | Sell |
6,084
-34
| -0.6% | -$9.31K | 0.96% | 32 |
|
|
2024
Q2 | $1.57M | Sell |
6,118
-4,129
| -40% | -$1.06M | 0.97% | 35 |
|
|
2024
Q1 | $3.09M | Sell |
10,247
-256
| -2% | -$77.1K | 1.96% | 23 |
|
|
2023
Q4 | $2.76M | Sell |
10,503
-43
| -0.4% | -$11.3K | 1.84% | 25 |
|
|
2023
Q3 | $2.14M | Buy |
10,546
+62
| +0.6% | +$12.6K | 1.57% | 31 |
|
|
2023
Q2 | $2.21M | Buy |
10,484
+501
| +5% | +$106K | 1.56% | 32 |
|
|
2023
Q1 | $1.99M | Buy |
+9,983
| New | +$1.99M | 1.43% | 33 |
|