GWM
GSB Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+746
| New | +$203K | 0.05% | 221 |
|
|
2025
Q1 | – | Sell |
-723
| Closed | -$242K | – | 229 |
|
|
2024
Q4 | $242K | Buy |
+723
| New | +$242K | 0.06% | 198 |
|
|
2024
Q2 | – | Sell |
-708
| Closed | -$213K | – | 217 |
|
|
2024
Q1 | $213K | Buy |
+708
| New | +$213K | 0.06% | 207 |
|
|
2022
Q2 | – | Sell |
-2,262
| Closed | -$480K | – | 203 |
|
|
2022
Q1 | $480K | Sell |
2,262
-200
| -8% | -$42.4K | 0.14% | 164 |
|
|
2021
Q4 | $626K | Buy |
2,462
+885
| +56% | +$225K | 0.18% | 148 |
|
|
2021
Q3 | $428K | Sell |
1,577
-233
| -13% | -$63.2K | 0.22% | 99 |
|
|
2021
Q2 | $442K | Hold |
1,810
| – | – | 0.14% | 161 |
|
|
2021
Q1 | $383K | Buy |
+1,810
| New | +$383K | 0.13% | 161 |
|