JWM
JGP Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
1,213
-75
| -6% | -$20.5K | 0.04% | 159 |
|
|
2025
Q1 | $346K | Buy |
1,288
+172
| +15% | +$46.2K | 0.05% | 146 |
|
|
2024
Q4 | $373K | Buy |
1,116
+122
| +12% | +$40.8K | 0.05% | 145 |
|
|
2024
Q3 | $272K | Buy |
994
+76
| +8% | +$20.8K | 0.04% | 158 |
|
|
2024
Q2 | $236K | Buy |
918
+3
| +0.3% | +$771 | 0.03% | 157 |
|
|
2024
Q1 | $276K | Sell |
915
-16
| -2% | -$4.82K | 0.04% | 148 |
|
|
2023
Q4 | $245K | Buy |
+931
| New | +$245K | 0.04% | 156 |
|