Keyes Stange & Wooten Wealth Management’s Salesforce CRM Stock Holding History

Keyes Stange & Wooten 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 Q2	$213K	Sell
2025 Q1	$215K	Sell
2024 Q4	$280K	Sell
2024 Q3	$236K	Sell
2024 Q2	$227K	Buy
2024 Q1	$258K	Sell
2023 Q4	$230K	Buy