Keebeck Wealth Management’s Salesforce CRM Stock Holding History

Keebeck 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 Q1	–	Sell
2024 Q4	$247K	Buy
2022 Q1	–	Sell
2021 Q4	$201K	Sell
2021 Q3	$241K	Sell
2021 Q2	$305K	Buy
2021 Q1	$207K	Buy
2020 Q3	–	Sell
2020 Q2	$60K	Buy
2020 Q1	–	Sell
2019 Q4	$93K	Buy