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Mowery & Schoenfeld Wealth Management’s Salesforce CRM Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$216K Sell
793
-19
-2% -$5.18K 0.33% 44
2025
Q1 		$218K Buy
812
+40
+5% +$10.7K 0.43% 43
2024
Q4 		$258K Buy
+772
New +$258K 0.5% 38