SWA

Sax Wealth Advisors’s CRH CRH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,810	Closed	-$723K	–	368
2024 Q4	$723K	Buy	7,810 +34	+0.4%	+$3.15K	0.06%	156
2024 Q3	$721K	Buy	7,776 +4,472	+135%	+$415K	0.06%	123
2024 Q2	$248K	Buy	+3,304	New	+$248K	0.02%	233