AWM
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Accredited Wealth Management’s Salesforce CRM Stock Holding History

Accredited Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21.8K Hold
80
– – 0.02% 197
2025
Q1 		$21.5K Hold
80
– – 0.02% 174
2024
Q4 		$26.8K Buy
+80
New +$26.8K 0.02% 176