JWM
Jeppson Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
2,009
+120
| +6% | +$32.7K | 0.19% | 115 |
|
|
2025
Q1 | $507K | Buy |
1,889
+30
| +2% | +$8.05K | 0.19% | 117 |
|
|
2024
Q4 | $622K | Sell |
1,859
-49
| -3% | -$16.4K | 0.23% | 98 |
|
|
2024
Q3 | $522K | Buy |
1,908
+1
| +0.1% | +$274 | 0.19% | 118 |
|
|
2024
Q2 | $490K | Buy |
1,907
+303
| +19% | +$77.9K | 0.19% | 113 |
|
|
2024
Q1 | $483K | Sell |
1,604
-10
| -0.6% | -$3.01K | 0.19% | 118 |
|
|
2023
Q4 | $425K | Sell |
1,614
-59
| -4% | -$15.5K | 0.18% | 125 |
|
|
2023
Q3 | $339K | Sell |
1,673
-29
| -2% | -$5.88K | 0.16% | 134 |
|
|
2023
Q2 | $360K | Sell |
1,702
-187
| -10% | -$39.5K | 0.16% | 131 |
|
|
2023
Q1 | $377K | Buy |
1,889
+67
| +4% | +$13.4K | 0.16% | 125 |
|
|
2022
Q4 | $242K | Sell |
1,822
-922
| -34% | -$122K | 0.1% | 175 |
|
|
2022
Q3 | $395K | Buy |
2,744
+347
| +14% | +$50K | 0.18% | 116 |
|
|
2022
Q2 | $396K | Buy |
2,397
+279
| +13% | +$46.1K | 0.17% | 114 |
|
|
2022
Q1 | $449K | Buy |
2,118
+634
| +43% | +$134K | 0.21% | 103 |
|
|
2021
Q4 | $377K | Buy |
1,484
+179
| +14% | +$45.5K | 0.18% | 106 |
|
|
2021
Q3 | $353K | Hold |
1,305
| – | – | 0.18% | 102 |
|
|
2021
Q2 | $318K | Buy |
1,305
+7
| +0.5% | +$1.71K | 0.17% | 106 |
|
|
2021
Q1 | $275K | Buy |
1,298
+238
| +22% | +$50.4K | 0.16% | 113 |
|
|
2020
Q4 | $236K | Buy |
1,060
+2
| +0.2% | +$445 | 0.16% | 121 |
|
|
2020
Q3 | $266K | Buy |
+1,058
| New | +$266K | 0.21% | 98 |
|