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Brass Tax Wealth Management’s Salesforce CRM Stock Holding History

Brass Tax Wealth Management’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 		$453K Buy
1,661
+31
+2% +$8.45K 0.09% 118
2025
Q1 		$438K Buy
1,630
+9
+0.6% +$2.42K 0.09% 111
2024
Q4 		$542K Buy
+1,621
New +$542K 0.11% 91