Whitaker-Myers Wealth Managers’s Salesforce CRM Stock Holding History

Whitaker-Myers Wealth Managers’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 Q1	–	Sell
2024 Q4	$209K	Sell
2024 Q3	$203K	Sell
2024 Q2	$414K	Buy
2024 Q1	$395K	Buy