GJWM
Gilliland Jeter Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Sell |
12,071
-212
| -2% | -$57.8K | 1.07% | 21 |
|
|
2025
Q1 | $3.3M | Sell |
12,283
-180
| -1% | -$48.3K | 1.17% | 19 |
|
|
2024
Q4 | $4.17M | Sell |
12,463
-341
| -3% | -$114K | 1.41% | 13 |
|
|
2024
Q3 | $3.5M | Sell |
12,804
-143
| -1% | -$39.1K | 1.13% | 21 |
|
|
2024
Q2 | $3.33M | Sell |
12,947
-46
| -0.4% | -$11.8K | 1.12% | 18 |
|
|
2024
Q1 | $3.91M | Sell |
12,993
-412
| -3% | -$124K | 1.36% | 15 |
|
|
2023
Q4 | $3.53M | Buy |
+13,405
| New | +$3.53M | 1.46% | 13 |
|