Consilio Wealth Advisors’s Salesforce CRM Stock Holding History

Consilio Wealth Advisors’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 Q2	$569K	Buy
2025 Q1	$308K	Buy
2024 Q4	$366K	Buy
2024 Q3	$285K	Buy
2024 Q2	$237K	Sell
2024 Q1	$290K	Buy
2023 Q4	$236K	Buy