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Lionshead Wealth Management’s Salesforce CRM Stock Holding History

Lionshead 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 		$434K Sell
1,589
-24
-1% -$6.56K 0.4% 63
2025
Q1 		$433K Sell
1,613
-160
-9% -$42.9K 0.45% 56
2024
Q4 		$593K Buy
+1,773
New +$593K 0.43% 48