Welch Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$396K Buy
2025
Q2
$431K Sell
2025
Q1
$440K Buy
2024
Q4
$523K Sell
2024
Q3
$437K Buy
2024
Q2
$226K Sell
2024
Q1
$265K Sell
2023
Q4
$238K Buy
2022
Q1
Sell
2021
Q4
$204K Sell
2021
Q3
$230K Buy