National Wealth Management Group’s Salesforce CRM Stock Holding History

National Wealth Management Group’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	$327K	Buy
2024 Q2	–	Sell
2024 Q1	$328K	Sell
2023 Q4	$633K	Buy
2023 Q3	$457K	Buy
2023 Q2	–	Sell
2023 Q1	$339K	Buy