Vantage Financial Partners (Illinois)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.51M | Hold |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $918K | Buy |
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|
2022
Q3 | $978K | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $789K | Buy |
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|
2020
Q4 | $540K | Sell |
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|
2020
Q3 | $905K | Sell |
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|
2020
Q2 | $746K | Sell |
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|
2020
Q1 | $617K | Sell |
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|
2019
Q4 | $729K | Buy |
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|
2019
Q3 | $561K | Buy |
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|
2019
Q2 | $346K | Buy |
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|
2019
Q1 | $340K | Buy |
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|
2018
Q4 | $260K | Buy |
|