BWM
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Bosman Wealth Management’s Salesforce CRM Stock Holding History

Bosman 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 		– Sell
-2,478
Closed -$665K – 42
2025
Q1 		$665K Buy
+2,478
New +$665K 0.68% 31