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

Legacy Wealth Management (Idaho)’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	$21.3K	Sell
2025 Q1	$22K	Hold
2024 Q4	$26.7K	Buy
2024 Q3	$21.5K	Buy