YIA
YHB Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Buy |
21,909
+534
| +2% | +$146K | 0.46% | 57 |
|
|
2025
Q1 | $5.74M | Buy |
21,375
+1,217
| +6% | +$327K | 0.48% | 54 |
|
|
2024
Q4 | $6.74M | Buy |
20,158
+925
| +5% | +$309K | 0.55% | 44 |
|
|
2024
Q3 | $5.26M | Buy |
19,233
+811
| +4% | +$222K | 0.44% | 57 |
|
|
2024
Q2 | $4.74M | Buy |
18,422
+1,132
| +7% | +$291K | 0.41% | 63 |
|
|
2024
Q1 | $5.21M | Buy |
17,290
+1,113
| +7% | +$335K | 0.46% | 55 |
|
|
2023
Q4 | $4.26M | Sell |
16,177
-475
| -3% | -$125K | 0.41% | 63 |
|
|
2023
Q3 | $3.38M | Buy |
16,652
+1,345
| +9% | +$273K | 0.31% | 86 |
|
|
2023
Q2 | $3.23M | Buy |
15,307
+7,671
| +100% | +$1.62M | 0.3% | 88 |
|
|
2023
Q1 | $1.53M | Buy |
7,636
+1,710
| +29% | +$342K | 0.15% | 122 |
|
|
2022
Q4 | $786K | Sell |
5,926
-1,567
| -21% | -$208K | 0.08% | 154 |
|
|
2022
Q3 | $1.08M | Buy |
7,493
+62
| +0.8% | +$8.92K | 0.12% | 136 |
|
|
2022
Q2 | $1.23M | Buy |
7,431
+1,213
| +20% | +$200K | 0.13% | 131 |
|
|
2022
Q1 | $1.32M | Buy |
6,218
+2,581
| +71% | +$548K | 0.12% | 144 |
|
|
2021
Q4 | $924K | Buy |
3,637
+273
| +8% | +$69.4K | 0.07% | 172 |
|
|
2021
Q3 | $912K | Buy |
3,364
+23
| +0.7% | +$6.24K | 0.08% | 168 |
|
|
2021
Q2 | $816K | Buy |
3,341
+101
| +3% | +$24.7K | 0.07% | 181 |
|
|
2021
Q1 | $751K | Hold |
3,240
| – | – | 0.07% | 179 |
|
|
2020
Q4 | $721K | Buy |
3,240
+78
| +2% | +$17.4K | 0.07% | 179 |
|
|
2020
Q3 | $795K | Sell |
3,162
-80
| -2% | -$20.1K | 0.09% | 168 |
|
|
2020
Q2 | $607K | Buy |
3,242
+1,410
| +77% | +$264K | 0.09% | 122 |
|
|
2020
Q1 | $264K | Hold |
1,832
| – | – | 0.05% | 151 |
|
|
2019
Q4 | $298K | Hold |
1,832
| – | – | 0.04% | 160 |
|
|
2019
Q3 | $272K | Buy |
1,832
+399
| +28% | +$59.2K | 0.04% | 163 |
|
|
2019
Q2 | $217K | Sell |
1,433
-21
| -1% | -$3.18K | 0.03% | 180 |
|
|
2019
Q1 | $230K | Buy |
+1,454
| New | +$230K | 0.04% | 178 |
|
|
2018
Q4 | – | Sell |
-1,407
| Closed | -$224K | – | 182 |
|
|
2018
Q3 | $224K | Buy |
+1,407
| New | +$224K | 0.03% | 180 |
|