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Wisconsin Wealth Advisors’s Salesforce CRM Stock Holding History

Wisconsin Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$538K Buy
1,974
+140
+8% +$38.2K 0.62% 56
2025
Q1 		$492K Sell
1,834
-19
-1% -$5.1K 0.71% 44
2024
Q4 		$619K Buy
+1,853
New +$619K 0.91% 37