BPW
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Bingham Private Wealth’s Salesforce CRM Stock Holding History

Bingham Private Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$610K Sell
2,237
-47
-2% -$12.8K 0.58% 49
2025
Q1 		$613K Buy
2,284
+69
+3% +$18.5K 0.63% 49
2024
Q4 		$741K Buy
+2,215
New +$741K 0.79% 36