Montz Harcus Wealth Management’s Salesforce CRM Stock Holding History

Montz Harcus Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$209K	Buy
2024 Q4	$259K	Sell
2024 Q3	$217K	Buy
2024 Q2	$202K	Buy
2024 Q1	$215K	Buy