Aviso Wealth Management’s Salesforce CRM Stock Holding History

Aviso Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$783K	Buy
2025 Q1	$740K	Buy
2024 Q4	$902K	Buy
2024 Q3	$719K	Sell
2024 Q2	$791K	Buy
2024 Q1	$835K	Sell
2023 Q4	$800K	Buy