Phillips Wealth Planners’s Salesforce CRM Stock Holding History

Phillips Wealth Planners’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	$741K	Buy
2025 Q1	$682K	Buy
2024 Q4	$642K	Buy
2024 Q3	$549K	Buy
2024 Q2	$394K	Buy
2024 Q1	$320K	Buy
2023 Q4	$271K	Sell
2023 Q3	$223K	Sell
2023 Q2	$237K	Sell
2023 Q1	$223K	Buy