JPWM
Jamison Private Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
7,583
-182
| -2% | -$49.6K | 0.3% | 74 |
|
|
2025
Q1 | $2.08M | Buy |
7,765
+24
| +0.3% | +$6.44K | 0.32% | 75 |
|
|
2024
Q4 | $2.59M | Buy |
7,741
+837
| +12% | +$280K | 0.38% | 60 |
|
|
2024
Q3 | $1.89M | Buy |
6,904
+506
| +8% | +$138K | 0.29% | 81 |
|
|
2024
Q2 | $1.64M | Buy |
6,398
+127
| +2% | +$32.7K | 0.27% | 79 |
|
|
2024
Q1 | $1.89M | Buy |
6,271
+84
| +1% | +$25.3K | 0.32% | 73 |
|
|
2023
Q4 | $1.63M | Buy |
6,187
+15
| +0.2% | +$3.95K | 0.3% | 79 |
|
|
2023
Q3 | $1.25M | Buy |
+6,172
| New | +$1.25M | 0.26% | 82 |
|