GWMR
GC Wealth Management RIA’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.6M | Buy |
226,080
+12,480
| +6% | +$3.4M | 5.04% | 2 |
|
|
2025
Q1 | $57.3M | Buy |
213,600
+538
| +0.3% | +$144K | 10.52% | 1 |
|
|
2024
Q4 | $71.2M | Sell |
213,062
-27,435
| -11% | -$9.17M | 12.52% | 1 |
|
|
2024
Q3 | $65.8M | Sell |
240,497
-966
| -0.4% | -$264K | 11.5% | 1 |
|
|
2024
Q2 | $62.1M | Sell |
241,463
-22,206
| -8% | -$5.71M | 12.26% | 1 |
|
|
2024
Q1 | $79.4M | Buy |
263,669
+255,113
| +2,982% | +$76.8M | 15.89% | 1 |
|
|
2023
Q4 | $2.25M | Buy |
+8,556
| New | +$2.25M | 1.01% | 22 |
|