Capital Advisors Wealth Management’s Salesforce CRM Stock Holding History

Capital Advisors 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 Q3	$207K	Sell
2025 Q2	$736K	Sell
2025 Q1	$1.2M	Sell
2024 Q4	$1.82M	Buy
2024 Q3	$1.48M	Sell
2024 Q2	$1.49M	Buy
2024 Q1	$1.1M	Buy
2023 Q4	$838K	Buy
2022 Q1	–	Sell
2021 Q4	$314K	Buy