PJWM
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Philip James Wealth Mangement’s Citigroup C Stock Holding History

Philip James Wealth Mangement’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$568K Sell
6,678
-3,456
-34% -$294K 0.07% 103
2025
Q1 		$719K Sell
10,134
-823
-8% -$58.4K 0.09% 94
2024
Q4 		$771K Sell
10,957
-247
-2% -$17.4K 0.1% 86
2024
Q3 		$701K Buy
+11,204
New +$701K 0.09% 87