Jamison Private Wealth Management’s Salesforce CRM Stock Holding History

Jamison Private 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 Q3	$2.11M	Buy
2025 Q2	$2.07M	Sell
2025 Q1	$2.08M	Buy
2024 Q4	$2.59M	Buy
2024 Q3	$1.89M	Buy
2024 Q2	$1.64M	Buy
2024 Q1	$1.89M	Buy
2023 Q4	$1.63M	Buy
2023 Q3	$1.25M	Buy