LWMI
CRM icon

Legacy Wealth Management (Idaho)’s Salesforce CRM Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21.3K Sell
78
-4
-5% -$1.09K 0.01% 231
2025
Q1 		$22K Hold
82
– – 0.02% 231
2024
Q4 		$26.7K Buy
82
+19
+30% +$6.19K 0.02% 178
2024
Q3 		$21.5K Buy
+63
New +$21.5K 0.01% 209