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FSB Premier Wealth Management’s Salesforce CRM Stock Holding History

FSB Premier Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$489K Buy
1,794
+187
+12% +$51K 0.17% 132
2025
Q1 		$431K Buy
1,607
+427
+36% +$115K 0.17% 132
2024
Q4 		$395K Buy
1,180
+251
+27% +$83.9K 0.16% 140
2024
Q3 		$254K Buy
+929
New +$254K 0.1% 180