Physician Wealth Advisors’s Salesforce CRM Stock Holding History

Physician 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	$97.6K	Buy
2025 Q1	$71.9K	Sell
2024 Q4	$141K	Buy
2021 Q4	–	Sell
2021 Q3	$253K	Buy