Muirfield Wealth Advisors’s Salesforce CRM Stock Holding History

Muirfield Wealth Advisors’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	$396K	Sell
2025 Q1	$396K	Buy
2024 Q4	$487K	Buy
2024 Q3	$390K	Buy
2024 Q2	$283K	Buy
2024 Q1	$311K	Hold
2023 Q4	$272K	Buy