Three Seasons Wealth’s Salesforce CRM Stock Holding History

Three Seasons Wealth’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 Q3	$850K	Buy
2025 Q2	$716K	Hold
2025 Q1	$703K	Hold
2024 Q4	$877K	Sell
2024 Q3	$789K	Sell
2024 Q2	$1.65M	Sell
2024 Q1	$2.17M	Buy
2023 Q4	$1.41M	Buy
2023 Q3	$1.07M	Buy