GSB Wealth Management’s Salesforce CRM Stock Holding History

GSB Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Buy
2025 Q1	–	Sell
2024 Q4	$242K	Buy
2024 Q2	–	Sell
2024 Q1	$213K	Buy
2022 Q2	–	Sell
2022 Q1	$480K	Sell
2021 Q4	$626K	Buy
2021 Q3	$428K	Sell
2021 Q2	$442K	Hold
2021 Q1	$383K	Buy