Vantage Financial Partners (Illinois)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.11M | Sell |
4,325
-50
| -1% | -$12.9K | 0.28% | 53 |
|
|
2024
Q1 | $1.32M | Sell |
4,375
-1,350
| -24% | -$407K | 0.34% | 50 |
|
|
2023
Q4 | $1.51M | Sell |
5,725
-700
| -11% | -$184K | 0.46% | 42 |
|
|
2023
Q3 | $1.3M | Sell |
6,425
-700
| -10% | -$142K | 0.75% | 29 |
|
|
2023
Q2 | $1.51M | Hold |
7,125
| – | – | 0.83% | 23 |
|
|
2023
Q1 | $1.42M | Buy |
7,125
+200
| +3% | +$40K | 0.84% | 27 |
|
|
2022
Q4 | $918K | Buy |
6,925
+125
| +2% | +$16.6K | 0.53% | 46 |
|
|
2022
Q3 | $978K | Buy |
6,800
+450
| +7% | +$64.7K | 0.63% | 35 |
|
|
2022
Q2 | $1.05M | Buy |
6,350
+275
| +5% | +$45.4K | 0.62% | 38 |
|
|
2022
Q1 | $1.29M | Buy |
6,075
+750
| +14% | +$159K | 0.67% | 31 |
|
|
2021
Q4 | $1.35M | Buy |
5,325
+400
| +8% | +$102K | 0.69% | 27 |
|
|
2021
Q3 | $1.34M | Buy |
4,925
+550
| +13% | +$149K | 0.71% | 27 |
|
|
2021
Q2 | $1.07M | Buy |
4,375
+650
| +17% | +$159K | 0.6% | 33 |
|
|
2021
Q1 | $789K | Buy |
3,725
+1,300
| +54% | +$275K | 0.44% | 37 |
|
|
2020
Q4 | $540K | Sell |
2,425
-1,175
| -33% | -$262K | 0.31% | 46 |
|
|
2020
Q3 | $905K | Sell |
3,600
-382
| -10% | -$96K | 0.55% | 36 |
|
|
2020
Q2 | $746K | Sell |
3,982
-300
| -7% | -$56.2K | 0.47% | 33 |
|
|
2020
Q1 | $617K | Sell |
4,282
-200
| -4% | -$28.8K | 0.44% | 36 |
|
|
2019
Q4 | $729K | Buy |
4,482
+700
| +19% | +$114K | 0.43% | 36 |
|
|
2019
Q3 | $561K | Buy |
3,782
+1,500
| +66% | +$223K | 0.37% | 35 |
|
|
2019
Q2 | $346K | Buy |
2,282
+132
| +6% | +$20K | 0.22% | 60 |
|
|
2019
Q1 | $340K | Buy |
2,150
+250
| +13% | +$39.6K | 0.22% | 55 |
|
|
2018
Q4 | $260K | Buy |
+1,900
| New | +$260K | 0.19% | 64 |
|