1WM
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1858 Wealth Management’s Citigroup C Stock Holding History

1858 Wealth Management’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
Q1 		– Sell
-3,593
Closed -$253K – 119
2024
Q4 		$253K Sell
3,593
-199
-5% -$14K 0.2% 103
2024
Q3 		$237K Sell
3,792
-176
-4% -$11K 0.2% 104
2024
Q2 		$252K Buy
+3,968
New +$252K 0.21% 93