GWS
Glassman Wealth Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,369
| Closed | -$360K | – | 579 |
|
|
2023
Q4 | $360K | Buy |
1,369
+39
| +3% | +$10.3K | 0.05% | 115 |
|
|
2023
Q3 | $270K | Buy |
1,330
+95
| +8% | +$19.3K | 0.04% | 130 |
|
|
2023
Q2 | $261K | Buy |
1,235
+41
| +3% | +$8.66K | 0.04% | 135 |
|
|
2023
Q1 | $239K | Buy |
1,194
+315
| +36% | +$62.9K | 0.04% | 144 |
|
|
2022
Q4 | $117K | Sell |
879
-111
| -11% | -$14.7K | 0.02% | 243 |
|
|
2022
Q3 | $142K | Sell |
990
-430
| -30% | -$61.7K | 0.03% | 193 |
|
|
2022
Q2 | $234K | Buy |
1,420
+372
| +35% | +$61.3K | 0.05% | 137 |
|
|
2022
Q1 | $223K | Buy |
1,048
+286
| +38% | +$60.9K | 0.04% | 154 |
|
|
2021
Q4 | $194K | Buy |
762
+35
| +5% | +$8.91K | 0.04% | 162 |
|
|
2021
Q3 | $197K | Buy |
727
+126
| +21% | +$34.1K | 0.04% | 155 |
|
|
2021
Q2 | $147K | Buy |
601
+33
| +6% | +$8.07K | 0.03% | 177 |
|
|
2021
Q1 | $120K | Sell |
568
-252
| -31% | -$53.2K | 0.03% | 200 |
|
|
2020
Q4 | $182K | Buy |
820
+302
| +58% | +$67K | 0.04% | 149 |
|
|
2020
Q3 | $130K | Buy |
518
+84
| +19% | +$21.1K | 0.04% | 165 |
|
|
2020
Q2 | $81K | Buy |
434
+59
| +16% | +$11K | 0.03% | 192 |
|
|
2020
Q1 | $54K | Buy |
375
+13
| +4% | +$1.87K | 0.02% | 225 |
|
|
2019
Q4 | $59K | Buy |
362
+78
| +27% | +$12.7K | 0.02% | 233 |
|
|
2019
Q3 | $42K | Buy |
284
+57
| +25% | +$8.43K | 0.02% | 260 |
|
|
2019
Q2 | $34K | Buy |
227
+21
| +10% | +$3.15K | 0.01% | 298 |
|
|
2019
Q1 | $33K | Buy |
206
+61
| +42% | +$9.77K | 0.01% | 287 |
|
|
2018
Q4 | $20K | Buy |
145
+8
| +6% | +$1.1K | 0.01% | 294 |
|
|
2018
Q3 | $22K | Hold |
137
| – | – | 0.01% | 313 |
|
|
2018
Q2 | $19K | Buy |
137
+17
| +14% | +$2.36K | 0.01% | 305 |
|
|
2018
Q1 | $14K | Buy |
120
+30
| +33% | +$3.5K | 0.01% | 326 |
|
|
2017
Q4 | $9K | Sell |
90
-49
| -35% | -$4.9K | 0.01% | 336 |
|
|
2017
Q3 | $13K | Sell |
139
-135
| -49% | -$12.6K | 0.01% | 268 |
|
|
2017
Q2 | $24K | Buy |
274
+135
| +97% | +$11.8K | 0.02% | 216 |
|
|
2017
Q1 | $11K | Buy |
139
+90
| +184% | +$7.12K | 0.01% | 335 |
|
|
2016
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 468 |
|
|
2016
Q3 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 385 |
|