PWM
Paulson Wealth Management’s Commercial Metals CMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
4,674
+229
| +5% | +$11.2K | 0.06% | 132 |
|
|
2025
Q1 | $205K | Hold |
4,445
| – | – | 0.06% | 131 |
|
|
2024
Q4 | $220K | Buy |
4,445
+59
| +1% | +$2.93K | 0.06% | 134 |
|
|
2024
Q3 | $241K | Buy |
4,386
+36
| +0.8% | +$1.98K | 0.06% | 132 |
|
|
2024
Q2 | $239K | Sell |
4,350
-135
| -3% | -$7.42K | 0.07% | 125 |
|
|
2024
Q1 | $264K | Sell |
4,485
-100
| -2% | -$5.88K | 0.08% | 119 |
|
|
2023
Q4 | $229K | Sell |
4,585
-16
| -0.3% | -$801 | 0.07% | 123 |
|
|
2023
Q3 | $227K | Hold |
4,601
| – | – | 0.08% | 117 |
|
|
2023
Q2 | $242K | Sell |
4,601
-400
| -8% | -$21.1K | 0.08% | 115 |
|
|
2023
Q1 | $245K | Sell |
5,001
-18
| -0.4% | -$880 | 0.11% | 82 |
|
|
2022
Q4 | $242K | Buy |
+5,019
| New | +$242K | 0.12% | 79 |
|
|
2022
Q2 | – | Sell |
-4,874
| Closed | -$203K | – | 75 |
|
|
2022
Q1 | $203K | Buy |
+4,874
| New | +$203K | 0.09% | 83 |
|
|
2018
Q1 | – | Sell |
-2,209
| Closed | -$47K | – | 181 |
|
|
2017
Q4 | $47K | Buy |
+2,209
| New | +$47K | 0.04% | 203 |
|