KWM
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Kingsman Wealth Management’s Salesforce CRM Stock Holding History

Kingsman Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$315K Sell
1,156
-387
-25% -$105K 0.2% 51
2025
Q1 		$414K Buy
+1,543
New +$414K 0.3% 44