JGUA
John G. Ullman & Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Sell |
13,269
-492
| -4% | -$134K | 0.54% | 61 |
|
|
2025
Q1 | $3.69M | Buy |
13,761
+236
| +2% | +$63.3K | 0.57% | 58 |
|
|
2024
Q4 | $4.52M | Sell |
13,525
-275
| -2% | -$91.9K | 0.67% | 52 |
|
|
2024
Q3 | $3.78M | Sell |
13,800
-900
| -6% | -$246K | 0.54% | 61 |
|
|
2024
Q2 | $3.78M | Buy |
+14,700
| New | +$3.78M | 0.58% | 55 |
|