Mosley Wealth Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$334K	Buy	944 +67	+8%	+$23.7K	0.21%	92
2024 Q3	$255K	Buy	877 +79	+10%	+$23K	0.17%	100
2024 Q2	$205K	Buy	798 +6	+0.8%	+$1.54K	0.17%	95
2024 Q1	$239K	Sell	792 -42	-5%	-$12.7K	0.22%	88
2023 Q4	$219K	Buy	+834	New	+$219K	0.22%	90