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Garrett Wealth Advisory Group’s Salesforce CRM Stock Holding History

Garrett Wealth Advisory Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$474K Buy
+1,738
New +$474K 0.1% 66
2019
Q4 		– Sell
-47
Closed -$6.98K – 172
2019
Q3 		$6.98K Buy
+47
New +$6.98K ﹤0.01% 320