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Inman Jager Wealth Management’s Salesforce CRM Stock Holding History

Inman Jager 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 		$341K Buy
1,250
+10
+0.8% +$2.73K 0.23% 68
2025
Q1 		$333K Hold
1,240
– – 0.25% 68
2024
Q4 		$415K Buy
+1,240
New +$415K 0.32% 65