CCG Wealth Management’s Salesforce CRM Stock Holding History

CCG 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 Q1	–	Sell
2024 Q4	$240K	Buy
2024 Q2	–	Sell
2024 Q1	$220K	Buy
2022 Q4	–	Sell
2022 Q3	$220K	Buy
2022 Q2	$244K	Buy
2022 Q1	$313K	Buy
2021 Q4	$254K	Hold
2021 Q3	$271K	Buy
2021 Q2	$208K	Buy