GM
GeoWealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Buy |
16,122
+185
| +1% | +$50.4K | 0.17% | 73 |
|
|
2025
Q1 | $4.28M | Sell |
15,937
-1,242
| -7% | -$333K | 0.17% | 77 |
|
|
2024
Q4 | $5.74M | Buy |
17,179
+1,719
| +11% | +$575K | 0.19% | 87 |
|
|
2024
Q3 | $4.23M | Sell |
15,460
-110
| -0.7% | -$30.1K | 0.15% | 113 |
|
|
2024
Q2 | $4M | Buy |
15,570
+2,333
| +18% | +$600K | 0.17% | 90 |
|
|
2024
Q1 | $3.99M | Buy |
13,237
+4,913
| +59% | +$1.48M | 0.15% | 114 |
|
|
2023
Q4 | $2.19M | Buy |
8,324
+7,956
| +2,162% | +$2.09M | 0.18% | 113 |
|
|
2023
Q3 | $75K | Sell |
368
-220
| -37% | -$44.8K | 0.01% | 360 |
|
|
2023
Q2 | $125K | Buy |
+588
| New | +$125K | 0.01% | 270 |
|
|
2022
Q2 | – | Sell |
-541
| Closed | -$115K | – | 338 |
|
|
2022
Q1 | $115K | Buy |
+541
| New | +$115K | 0.01% | 318 |
|