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FLP Wealth Management’s Salesforce CRM Stock Holding History

FLP Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-85
Closed -$28.5K – 131
2024
Q4 		$28.5K Buy
+85
New +$28.5K 0.07% 144