Weil Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,092
| Closed | -$550K | – | 155 |
|
|
2023
Q4 | $550K | Sell |
2,092
-37
| -2% | -$9.74K | 0.24% | 75 |
|
|
2023
Q3 | $432K | Sell |
2,129
-1,136
| -35% | -$230K | 0.21% | 83 |
|
|
2023
Q2 | $690K | Sell |
3,265
-9
| -0.3% | -$1.9K | 0.31% | 73 |
|
|
2023
Q1 | $654K | Sell |
3,274
-763
| -19% | -$152K | 0.3% | 73 |
|
|
2022
Q4 | $535K | Buy |
+4,037
| New | +$535K | 0.24% | 80 |
|