PMWMG
CRM icon

Parr McKnight Wealth Management Group’s Salesforce CRM Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.93M Buy
7,092
+657
+10% +$179K 0.27% 112
2025
Q1 		$1.73M Buy
6,435
+588
+10% +$158K 0.25% 120
2024
Q4 		$1.95M Buy
+5,847
New +$1.95M 0.28% 99