Profesionally Managed Portfo shares owned by Gibbs Wealth Management
Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Gibbs Wealth Management
from 13F filings
Historical chart of Gibbs Wealth Management investment in Profesionally Managed Portfo
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Quarterly reported holdings in Profesionally Managed Portfo by Gibbs Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 69k | 33.31 |
| 2025-06-30 | $2.4M | 78k | 31.18 |
| 2025-03-31 | $2.0M | 72k | 27.66 |
| 2024-12-31 | $2.1M | 72k | 29.92 |
| 2024-09-30 | $3.4M | 113k | 29.91 |
| 2024-06-30 | $3.3M | 113k | 28.66 |