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Hobbs Wealth Management’s Salesforce CRM Stock Holding History

Hobbs Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$234K Sell
858
-123
-13% -$33.5K 0.22% 46
2025
Q1 		$263K Buy
981
+110
+13% +$29.5K 0.29% 36
2024
Q4 		$291K Buy
+871
New +$291K 0.33% 31