MilWealth Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$45K Hold
2025
Q1
$44.3K Hold
2024
Q4
$55.2K Hold
2024
Q3
$45.2K Hold
2024
Q2
$42.4K Hold
2024
Q1
$49.7K Hold
2023
Q4
$43.4K Hold
2023
Q3
$33.5K Hold
2023
Q2
$34.9K Hold
2023
Q1
$33K Hold
2022
Q4
$21.9K Hold
2022
Q3
$23.7K Hold
2022
Q2
$27.2K Hold
2022
Q1
$35K Hold
2021
Q4
$41.9K Hold
2021
Q3
$44.8K Hold
2021
Q2
$40.3K Hold
2021
Q1
$35K Buy