JGP Wealth Management’s Salesforce CRM Stock Holding History

JGP 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	$281K	Sell
2025 Q2	$331K	Sell
2025 Q1	$346K	Buy
2024 Q4	$373K	Buy
2024 Q3	$272K	Buy
2024 Q2	$236K	Buy
2024 Q1	$276K	Sell
2023 Q4	$245K	Buy