Windsor Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $226K | Sell |
|
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|
2022
Q1 | $300K | Sell |
|
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|
2021
Q4 | $721K | Buy |
|
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|
2021
Q3 | $667K | Buy |
|
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|
2021
Q2 | $566K | Buy |
|
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|
2021
Q1 | $322K | Buy |
|
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|
2020
Q4 | $279K | Buy |
|
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|
2020
Q3 | $300K | Buy |
|