GWM
GDS Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Buy |
65,956
+3,017
| +5% | +$823K | 1.31% | 27 |
|
|
2025
Q1 | $16.9M | Buy |
62,939
+2,173
| +4% | +$583K | 1.44% | 26 |
|
|
2024
Q4 | $20.3M | Buy |
60,766
+1,896
| +3% | +$634K | 1.85% | 13 |
|
|
2024
Q3 | $16.1M | Buy |
58,870
+3,492
| +6% | +$956K | 1.57% | 27 |
|
|
2024
Q2 | $14.2M | Buy |
55,378
+3,940
| +8% | +$1.01M | 1.56% | 27 |
|
|
2024
Q1 | $15.5M | Buy |
51,438
+2,144
| +4% | +$646K | 1.81% | 14 |
|
|
2023
Q4 | $13M | Buy |
49,294
+4,363
| +10% | +$1.15M | 1.75% | 19 |
|
|
2023
Q3 | $9.11M | Buy |
44,931
+2,843
| +7% | +$577K | 1.43% | 23 |
|
|
2023
Q2 | $8.89M | Buy |
42,088
+749
| +2% | +$158K | 1.44% | 20 |
|
|
2023
Q1 | $8.26M | Sell |
41,339
-17,763
| -30% | -$3.55M | 1.46% | 19 |
|
|
2022
Q4 | $7.84M | Sell |
59,102
-5,010
| -8% | -$664K | 1.5% | 26 |
|
|
2022
Q3 | $9.22M | Buy |
64,112
+6,838
| +12% | +$984K | 2.05% | 15 |
|
|
2022
Q2 | $9.45M | Buy |
57,274
+41,575
| +265% | +$6.86M | 2.12% | 12 |
|
|
2022
Q1 | $2.94M | Buy |
15,699
+4,052
| +35% | +$758K | 0.65% | 40 |
|
|
2021
Q4 | $2.96M | Buy |
+11,647
| New | +$2.96M | 0.66% | 39 |
|