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AGH Wealth Advisors’s Salesforce CRM Stock Holding History

AGH Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$828K Sell
3,036
-27
-0.9% -$7.36K 0.68% 28
2025
Q1 		$822K Buy
3,063
+210
+7% +$56.4K 0.79% 27
2024
Q4 		$954K Buy
+2,853
New +$954K 0.88% 27