GSWM
Golden State Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
1,809
-122
| -6% | -$33.3K | 0.06% | 240 |
|
|
2025
Q1 | $518K | Buy |
1,931
+370
| +24% | +$99.3K | 0.08% | 199 |
|
|
2024
Q4 | $522K | Buy |
+1,561
| New | +$522K | 0.08% | 194 |
|
|
2022
Q1 | $700K | Sell |
3,297
-1,587
| -32% | -$337K | 0.14% | 141 |
|
|
2021
Q4 | $1.24M | Buy |
4,884
+1,236
| +34% | +$314K | 0.21% | 100 |
|
|
2021
Q3 | $989K | Sell |
3,648
-1,176
| -24% | -$319K | 0.22% | 91 |
|
|
2021
Q2 | $1.18M | Buy |
4,824
+1,514
| +46% | +$370K | 0.26% | 79 |
|
|
2021
Q1 | $701K | Sell |
3,310
-967
| -23% | -$205K | 0.23% | 77 |
|
|
2020
Q4 | $952K | Buy |
4,277
+2,775
| +185% | +$618K | 0.28% | 71 |
|
|
2020
Q3 | $377K | Sell |
1,502
-670
| -31% | -$168K | 0.13% | 122 |
|
|
2020
Q2 | $407K | Buy |
2,172
+253
| +13% | +$47.4K | 0.13% | 111 |
|
|
2020
Q1 | $276K | Buy |
+1,919
| New | +$276K | 0.12% | 122 |
|
|
2019
Q4 | – | Sell |
-2,509
| Closed | -$372K | – | 214 |
|
|
2019
Q3 | $372K | Sell |
2,509
-156
| -6% | -$23.1K | 0.12% | 137 |
|
|
2019
Q2 | $404K | Buy |
2,665
+415
| +18% | +$62.9K | 0.13% | 137 |
|
|
2019
Q1 | $356K | Buy |
+2,250
| New | +$356K | 0.12% | 148 |
|