WESPAC Advisors SoCal’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 | – | Sell |
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|
2024
Q1 | $800K | Buy |
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|
2023
Q4 | $623K | Buy |
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|
2023
Q3 | $431K | Hold |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $446K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $642K | Sell |
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|
2022
Q1 | $907K | Sell |
|
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $849K | Buy |
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|
2020
Q4 | $889K | Buy |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $828K | Buy |
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|
2020
Q1 | $652K | Sell |
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|
2019
Q4 | $706K | Sell |
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|
2019
Q3 | $673K | Sell |
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|
2019
Q2 | $707K | Buy |
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|
2019
Q1 | $706K | Buy |
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|
2018
Q4 | $21K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $14.8K | Hold |
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|
2015
Q4 | $15K | Buy |
|