UWM
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Udine Wealth Management’s Salesforce CRM Stock Holding History

Udine Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,838
Closed -$2.29M – 30
2024
Q4 		$2.29M Buy
6,838
+61
+0.9% +$20.4K 1.47% 14
2024
Q3 		$1.85M Buy
+6,777
New +$1.85M 1.31% 23