PWM
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Proathlete Wealth Management’s Salesforce CRM Stock Holding History

Proathlete Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$71.4K Hold
260
– – 0.02% 107
2025
Q1 		$70.2K Buy
+260
New +$70.2K 0.03% 107