Whalen Wealth Management Inc.'s ownership history for CRM

Whalen Wealth Management Inc. currently holds 1.5K shares with a market value of $287.3K. It started holding CRM on 2024-12-31. At its peak, it held 4.9K shares on 2025-12-31. Its highest holding value was $1.3M on 2025-12-31. At its lowest, it held 855 shares on 2025-06-30, with a value of $233.2K on 2025-06-30. In the recent 180 days, Whalen Wealth Management Inc. has increased its shares by 684. In the recent year, Whalen Wealth Management Inc. has increased its shares by 185.