GWSG
GPS Wealth Strategies Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
4,913
+187
| +4% | +$51K | 0.15% | 89 |
|
|
2025
Q1 | $1.27M | Sell |
4,726
-312
| -6% | -$83.7K | 0.17% | 91 |
|
|
2024
Q4 | $1.68M | Sell |
5,038
-1,011
| -17% | -$338K | 0.22% | 77 |
|
|
2024
Q3 | $1.66M | Sell |
6,049
-435
| -7% | -$119K | 0.22% | 79 |
|
|
2024
Q2 | $1.67M | Sell |
6,484
-174
| -3% | -$44.7K | 0.25% | 71 |
|
|
2024
Q1 | $2.01M | Buy |
6,658
+350
| +6% | +$105K | 0.32% | 62 |
|
|
2023
Q4 | $1.66M | Buy |
6,308
+818
| +15% | +$215K | 0.3% | 66 |
|
|
2023
Q3 | $1.11M | Buy |
5,490
+759
| +16% | +$154K | 0.21% | 88 |
|
|
2023
Q2 | $999K | Sell |
4,731
-1,643
| -26% | -$347K | 0.19% | 94 |
|
|
2023
Q1 | $1.27M | Buy |
+6,374
| New | +$1.27M | 0.26% | 70 |
|
|
2022
Q4 | – | Sell |
-13,666
| Closed | -$1.97M | – | 319 |
|
|
2022
Q3 | $1.97M | Sell |
13,666
-7,216
| -35% | -$1.04M | 0.5% | 42 |
|
|
2022
Q2 | $3.45M | Sell |
20,882
-2,272
| -10% | -$375K | 0.88% | 15 |
|
|
2022
Q1 | $4.92M | Sell |
23,154
-2,205
| -9% | -$468K | 1.11% | 14 |
|
|
2021
Q4 | $6.44M | Buy |
25,359
+1,920
| +8% | +$488K | 1.42% | 11 |
|
|
2021
Q3 | $6.36M | Buy |
23,439
+1,178
| +5% | +$319K | 1.57% | 10 |
|
|
2021
Q2 | $5.44M | Buy |
22,261
+674
| +3% | +$165K | 1.38% | 10 |
|
|
2021
Q1 | $4.57M | Buy |
21,587
+3,101
| +17% | +$657K | 1.35% | 10 |
|
|
2020
Q4 | $4.11M | Buy |
18,486
+1,671
| +10% | +$372K | 1.44% | 11 |
|
|
2020
Q3 | $4.23M | Buy |
+16,815
| New | +$4.23M | 1.7% | 11 |
|