Spartan Planning & Wealth Management’s Salesforce CRM Stock Holding History

Spartan Planning & Wealth Management’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	–	Sell
2025 Q1	$250K	Sell
2024 Q4	$603K	Buy
2023 Q4	$412K	Buy
2023 Q3	$191K	Buy
2022 Q4	$133	Hold
2022 Q3	$0	Hold
2022 Q2	$0	Hold
2022 Q1	$0	Buy