PWM
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Pines Wealth Management’s Citigroup C Stock Holding History

Pines Wealth Management’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$644K Buy
7,263
+1,587
+28% +$141K 0.23% 107
2025
Q1 		$334K Sell
5,676
-109
-2% -$6.41K 0.15% 143
2024
Q4 		$413K Buy
+5,785
New +$413K 0.18% 132