Wellington Wealth Strategies’s Salesforce CRM Stock Holding History

Wellington Wealth Strategies’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
2024 Q4	$302K	Sell
2024 Q3	$677K	Buy
2024 Q2	–	Sell
2024 Q1	$615K	Sell
2023 Q4	$889K	Buy
2020 Q4	$889K	Buy