PWM
Paulson Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+2,532
| New | +$216K | 0.06% | 137 |
|
|
2025
Q1 | – | Sell |
-4,462
| Closed | -$314K | – | 134 |
|
|
2024
Q4 | $314K | Sell |
4,462
-435
| -9% | -$30.6K | 0.09% | 107 |
|
|
2024
Q3 | $307K | Buy |
4,897
+62
| +1% | +$3.88K | 0.08% | 114 |
|
|
2024
Q2 | $307K | Hold |
4,835
| – | – | 0.09% | 106 |
|
|
2024
Q1 | $306K | Sell |
4,835
-300
| -6% | -$19K | 0.09% | 107 |
|
|
2023
Q4 | $264K | Buy |
+5,135
| New | +$264K | 0.08% | 111 |
|
|
2018
Q1 | – | Sell |
-36
| Closed | -$3K | – | 171 |
|
|
2017
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 505 |
|