TCOV
Trust Company of Vermont’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
55,194
+8,539
| +18% | +$2.33M | 0.71% | 45 |
|
|
2025
Q1 | $12.5M | Buy |
46,655
+2,647
| +6% | +$710K | 0.63% | 48 |
|
|
2024
Q4 | $14.7M | Buy |
44,008
+6,433
| +17% | +$2.15M | 0.71% | 40 |
|
|
2024
Q3 | $10.3M | Buy |
37,575
+452
| +1% | +$124K | 0.52% | 60 |
|
|
2024
Q2 | $9.54M | Buy |
37,123
+1,087
| +3% | +$279K | 0.52% | 57 |
|
|
2024
Q1 | $10.9M | Sell |
36,036
-54
| -0.1% | -$16.3K | 0.6% | 51 |
|
|
2023
Q4 | $9.5M | Buy |
36,090
+175
| +0.5% | +$46.1K | 0.63% | 53 |
|
|
2023
Q3 | $7.28M | Buy |
35,915
+379
| +1% | +$76.9K | 0.49% | 59 |
|
|
2023
Q2 | $7.51M | Buy |
35,536
+2,186
| +7% | +$462K | 0.49% | 61 |
|
|
2023
Q1 | $6.66M | Sell |
33,350
-1,274
| -4% | -$255K | 0.47% | 65 |
|
|
2022
Q4 | $4.59M | Sell |
34,624
-3,573
| -9% | -$474K | 0.34% | 88 |
|
|
2022
Q3 | $5.49M | Buy |
38,197
+1,987
| +5% | +$286K | 0.43% | 69 |
|
|
2022
Q2 | $5.98M | Sell |
36,210
-511
| -1% | -$84.3K | 0.46% | 69 |
|
|
2022
Q1 | $7.8M | Buy |
36,721
+2,232
| +6% | +$474K | 0.53% | 58 |
|
|
2021
Q4 | $8.77M | Buy |
34,489
+528
| +2% | +$134K | 0.55% | 55 |
|
|
2021
Q3 | $9.21M | Buy |
33,961
+1,244
| +4% | +$337K | 0.65% | 47 |
|
|
2021
Q2 | $7.99M | Buy |
32,717
+1,594
| +5% | +$389K | 0.56% | 58 |
|
|
2021
Q1 | $6.59M | Buy |
31,123
+624
| +2% | +$132K | 0.49% | 63 |
|
|
2020
Q4 | $6.79M | Buy |
30,499
+3,027
| +11% | +$674K | 0.54% | 59 |
|
|
2020
Q3 | $6.9M | Buy |
27,472
+419
| +2% | +$105K | 0.63% | 50 |
|
|
2020
Q2 | $5.07M | Sell |
27,053
-7,838
| -22% | -$1.47M | 0.5% | 64 |
|
|
2020
Q1 | $5.02M | Buy |
34,891
+488
| +1% | +$70.3K | 0.47% | 69 |
|
|
2019
Q4 | $5.6M | Sell |
34,403
-588
| -2% | -$95.6K | 0.42% | 76 |
|
|
2019
Q3 | $5.19M | Buy |
34,991
+3,059
| +10% | +$454K | 0.42% | 75 |
|
|
2019
Q2 | $4.85M | Buy |
31,932
+1,401
| +5% | +$213K | 0.4% | 78 |
|
|
2019
Q1 | $4.84M | Buy |
30,531
+2,075
| +7% | +$329K | 0.42% | 76 |
|
|
2018
Q4 | $3.9M | Sell |
28,456
-1,432
| -5% | -$196K | 0.38% | 76 |
|
|
2018
Q3 | $4.75M | Buy |
29,888
+3,299
| +12% | +$525K | 0.4% | 76 |
|
|
2018
Q2 | $3.63M | Buy |
26,589
+3,148
| +13% | +$429K | 0.33% | 84 |
|
|
2018
Q1 | $2.73M | Buy |
23,441
+1,745
| +8% | +$203K | 0.26% | 102 |
|
|
2017
Q4 | $2.22M | Buy |
21,696
+3,569
| +20% | +$365K | 0.21% | 113 |
|
|
2017
Q3 | $1.69M | Buy |
18,127
+7,611
| +72% | +$711K | 0.17% | 126 |
|
|
2017
Q2 | $910K | Buy |
10,516
+5,273
| +101% | +$456K | 0.09% | 166 |
|
|
2017
Q1 | $432K | Buy |
5,243
+582
| +12% | +$48K | 0.05% | 227 |
|
|
2016
Q4 | $319K | Buy |
4,661
+499
| +12% | +$34.2K | 0.04% | 255 |
|
|
2016
Q3 | $297K | Buy |
4,162
+2,226
| +115% | +$159K | 0.04% | 222 |
|
|
2016
Q2 | $154K | Buy |
1,936
+1,071
| +124% | +$85.2K | 0.02% | 277 |
|
|
2016
Q1 | $64K | Hold |
865
| – | – | 0.01% | 364 |
|
|
2015
Q4 | $68K | Buy |
865
+50
| +6% | +$3.93K | 0.01% | 359 |
|
|
2015
Q3 | $57K | Buy |
815
+305
| +60% | +$21.3K | 0.01% | 374 |
|
|
2015
Q2 | $36K | Buy |
510
+100
| +24% | +$7.06K | 0.01% | 450 |
|
|
2015
Q1 | $27K | Buy |
410
+200
| +95% | +$13.2K | ﹤0.01% | 491 |
|
|
2014
Q4 | $12K | Buy |
+210
| New | +$12K | ﹤0.01% | 612 |
|
|
2014
Q2 | – | Sell |
-650
| Closed | -$37K | – | 735 |
|
|
2014
Q1 | $37K | Buy |
650
+125
| +24% | +$7.12K | 0.01% | 408 |
|
|
2013
Q4 | $29K | Buy |
+525
| New | +$29K | ﹤0.01% | 432 |
|