PWM
Paulson Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,564
| Closed | -$206K | – | 150 |
|
|
2024
Q3 | $206K | Hold |
1,564
| – | – | 0.06% | 146 |
|
|
2024
Q2 | $221K | Hold |
1,564
| – | – | 0.06% | 134 |
|
|
2024
Q1 | $255K | Sell |
1,564
-52
| -3% | -$8.49K | 0.08% | 124 |
|
|
2023
Q4 | $215K | Buy |
+1,616
| New | +$215K | 0.07% | 128 |
|