MilWealth Group’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$45K	Hold	165	–	–	0.01%	42
2025 Q1	$44.3K	Hold	165	–	–	0.01%	43
2024 Q4	$55.2K	Hold	165	–	–	0.02%	58
2024 Q3	$45.2K	Hold	165	–	–	0.01%	43
2024 Q2	$42.4K	Hold	165	–	–	0.01%	41
2024 Q1	$49.7K	Hold	165	–	–	0.02%	39
2023 Q4	$43.4K	Hold	165	–	–	0.01%	41
2023 Q3	$33.5K	Hold	165	–	–	0.01%	43
2023 Q2	$34.9K	Hold	165	–	–	0.01%	40
2023 Q1	$33K	Hold	165	–	–	0.01%	41
2022 Q4	$21.9K	Hold	165	–	–	0.01%	44
2022 Q3	$23.7K	Hold	165	–	–	0.01%	41
2022 Q2	$27.2K	Hold	165	–	–	0.01%	45
2022 Q1	$35K	Hold	165	–	–	0.01%	46
2021 Q4	$41.9K	Hold	165	–	–	0.02%	41
2021 Q3	$44.8K	Hold	165	–	–	0.02%	40
2021 Q2	$40.3K	Hold	165	–	–	0.02%	36
2021 Q1	$35K	Buy	+165	New	+$35K	0.02%	37