MWM
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Momentous Wealth Management’s Salesforce CRM Stock Holding History

Momentous Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$290K Sell
1,064
-2
-0.2% -$545 0.19% 31
2025
Q1 		$286K Buy
1,066
+129
+14% +$34.6K 0.2% 29
2024
Q4 		$313K Buy
+937
New +$313K 0.26% 25