Gibbs Wealth Management PROFESIONALLY MANAGED PORTFO Transaction History

Gibbs Wealth Management

  • $442 Billion
  • Q3 2025
Number of Shares
68,690
Previous 77,840 11.75%
Holding current value
$2.29 Billion
Previous $2.43 Billion 5.73%
% of portfolio
0.52%
Previous 0.47%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
N/A
-9,150 Reduced 11.75%
68,690 $2.29 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
77,840 New
77,840 $2.43 Billion
Q1 2025

Nov 04, 2025
BUY
N/A
257 Added 0.36%
71,725 $1.98 Billion
Q4 2024

Nov 04, 2025
SELL
N/A
-41,259 Reduced 36.6%
71,468 $2.14 Billion
Q3 2024

Nov 04, 2025
SELL
N/A
-691 Reduced 0.61%
112,727 $3.37 Billion
Q2 2024

Nov 04, 2025
BUY
N/A
44,728 Added 65.12%
113,418 $3.25 Billion
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