GoalVest Advisory LLC's ownership history for CRM

GoalVest Advisory LLC currently holds 749 shares with a market value of $177.5K. It started holding CRM on 2024-09-30. At its peak, it held 951 shares on 2024-09-30. Its highest holding value was $260.3K on 2024-09-30. At its lowest, it held 667 shares on 2025-03-31, with a value of $177.5K on 2025-09-30. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 82. In the recent year, GoalVest Advisory LLC has decreased its shares by 202.