WWM
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Whalen Wealth Management’s Salesforce CRM Stock Holding History

Whalen Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$233K Sell
855
-1,439
-63% -$392K 0.15% 183
2025
Q1 		$616K Buy
2,294
+940
+69% +$252K 0.41% 50
2024
Q4 		$453K Buy
+1,354
New +$453K 0.31% 71