LWM
CRM icon

Latko Wealth Management’s Salesforce CRM Stock Holding History

Latko 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 		$561K Buy
2,059
+54
+3% +$14.7K 0.32% 21
2025
Q1 		$538K Buy
2,005
+2
+0.1% +$537 0.35% 18
2024
Q4 		$670K Buy
2,003
+3
+0.2% +$1K 0.4% 20
2024
Q3 		$547K Buy
+2,000
New +$547K 0.33% 20