FWP
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Falcon Wealth Planning’s Citigroup C Stock Holding History

Falcon Wealth Planning’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$230K Buy
+2,703
New +$230K 0.02% 159
2024
Q1 		– Sell
-4,072
Closed -$209K – 135
2023
Q4 		$209K Buy
+4,072
New +$209K 0.04% 124