AWA
Aaron Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
12,872
+1,269
| +11% | +$108K | 0.11% | 124 |
|
|
2025
Q1 | $824K | Buy |
11,603
+947
| +9% | +$67.2K | 0.09% | 144 |
|
|
2024
Q4 | $750K | Buy |
10,656
+886
| +9% | +$62.4K | 0.09% | 148 |
|
|
2024
Q3 | $612K | Buy |
9,770
+2,732
| +39% | +$171K | 0.07% | 167 |
|
|
2024
Q2 | $447K | Buy |
7,038
+1,247
| +22% | +$79.1K | 0.06% | 176 |
|
|
2024
Q1 | $366K | Buy |
5,791
+1,661
| +40% | +$105K | 0.05% | 197 |
|
|
2023
Q4 | $212K | Buy |
+4,130
| New | +$212K | 0.04% | 237 |
|
|
2022
Q2 | – | Sell |
-98,576
| Closed | -$1.85M | – | 289 |
|
|
2022
Q1 | $1.85M | Buy |
+98,576
| New | +$1.85M | 0.03% | 244 |
|