Forza Wealth Management’s Salesforce CRM Stock Holding History

Forza 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	$256K	Hold
2025 Q2	$295K	Hold
2025 Q1	$290K	Hold
2024 Q4	$362K	Buy
2024 Q3	$270K	Sell
2024 Q2	$254K	Buy
2024 Q1	$279K	Hold
2023 Q4	$243K	Buy
2023 Q3	–	Sell
2023 Q2	$202K	Buy