GWMIA
Global Wealth Management Investment Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
11,203
+1,082
| +11% | +$295K | 0.57% | 59 |
|
|
2025
Q1 | $2.72M | Buy |
10,121
+1,051
| +12% | +$282K | 0.54% | 63 |
|
|
2024
Q4 | $3.03M | Buy |
9,070
+1,861
| +26% | +$622K | 0.63% | 52 |
|
|
2024
Q3 | $1.97M | Buy |
7,209
+470
| +7% | +$129K | 0.43% | 69 |
|
|
2024
Q2 | $1.73M | Buy |
6,739
+557
| +9% | +$143K | 0.4% | 69 |
|
|
2024
Q1 | $1.86M | Sell |
6,182
-82
| -1% | -$24.7K | 0.46% | 67 |
|
|
2023
Q4 | $1.65M | Sell |
6,264
-393
| -6% | -$103K | 0.42% | 68 |
|
|
2023
Q3 | $1.35M | Buy |
6,657
+270
| +4% | +$54.8K | 0.38% | 74 |
|
|
2023
Q2 | $1.35M | Sell |
6,387
-3,384
| -35% | -$715K | 0.37% | 75 |
|
|
2023
Q1 | $1.95M | Sell |
9,771
-628
| -6% | -$125K | 0.59% | 61 |
|
|
2022
Q4 | $1.38M | Buy |
10,399
+170
| +2% | +$22.5K | 0.45% | 67 |
|
|
2022
Q3 | $1.47M | Buy |
10,229
+425
| +4% | +$61.1K | 0.52% | 64 |
|
|
2022
Q2 | $1.62M | Buy |
9,804
+1,593
| +19% | +$263K | 0.55% | 63 |
|
|
2022
Q1 | $1.74M | Buy |
8,211
+1,128
| +16% | +$239K | 0.52% | 67 |
|
|
2021
Q4 | $1.8M | Buy |
7,083
+489
| +7% | +$124K | 0.54% | 64 |
|
|
2021
Q3 | $1.79M | Buy |
6,594
+559
| +9% | +$152K | 0.57% | 62 |
|
|
2021
Q2 | $1.47M | Buy |
6,035
+253
| +4% | +$61.8K | 0.49% | 71 |
|
|
2021
Q1 | $1.23M | Buy |
5,782
+1,955
| +51% | +$414K | 0.44% | 72 |
|
|
2020
Q4 | $852K | Buy |
3,827
+412
| +12% | +$91.7K | 0.33% | 76 |
|
|
2020
Q3 | $858K | Sell |
3,415
-290
| -8% | -$72.9K | 0.37% | 72 |
|
|
2020
Q2 | $694K | Buy |
3,705
+471
| +15% | +$88.2K | 0.3% | 78 |
|
|
2020
Q1 | $466K | Buy |
3,234
+99
| +3% | +$14.3K | 0.24% | 79 |
|
|
2019
Q4 | $510K | Buy |
3,135
+94
| +3% | +$15.3K | 0.22% | 82 |
|
|
2019
Q3 | $451K | Sell |
3,041
-89
| -3% | -$13.2K | 0.21% | 81 |
|
|
2019
Q2 | $475K | Buy |
3,130
+89
| +3% | +$13.5K | 0.23% | 79 |
|
|
2019
Q1 | $482K | Sell |
3,041
-228
| -7% | -$36.1K | 0.25% | 80 |
|
|
2018
Q4 | $448K | Buy |
+3,269
| New | +$448K | 0.26% | 86 |
|