WLG
CRM icon

Williamson Legacy Group’s Salesforce CRM Stock Holding History

Williamson Legacy Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,162
Closed -$1.86M – 96
2024
Q1 		$1.86M Buy
6,162
+399
+7% +$120K 1.44% 16
2023
Q4 		$1.52M Buy
+5,763
New +$1.52M 1.41% 20