Millington Financial Advisors’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.93M	Buy	7,231 +956	+15%	+$255K	0.98%	35
2025 Q1	$1.6M	Buy	6,275 +657	+12%	+$168K	0.98%	35
2024 Q4	$1.91M	Buy	5,618 +789	+16%	+$268K	1.11%	28
2024 Q3	$1.32M	Buy	4,829 +749	+18%	+$205K	0.82%	37
2024 Q2	$1.05M	Buy	+4,080	New	+$1.05M	0.73%	40