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Palacios Wealth Management’s Salesforce CRM Stock Holding History

Palacios 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 		$1.31M Sell
4,821
-525
-10% -$143K 1.08% 22
2025
Q1 		$1.43M Hold
5,346
– – 1.07% 17
2024
Q4 		$1.73M Buy
+5,346
New +$1.73M 1.87% 12