AWM
Accurate Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
21,247
+1,805
| +9% | +$157K | 0.28% | 88 |
|
|
2025
Q1 | $1.2M | Buy |
19,442
+2,047
| +12% | +$126K | 0.23% | 104 |
|
|
2024
Q4 | $1.24M | Buy |
17,395
+1,093
| +7% | +$78.1K | 0.24% | 102 |
|
|
2024
Q3 | $1.02M | Buy |
16,302
+6,723
| +70% | +$421K | 0.21% | 108 |
|
|
2024
Q2 | $624K | Buy |
9,579
+5,138
| +116% | +$335K | 0.15% | 143 |
|
|
2024
Q1 | $263K | Sell |
4,441
-1,152
| -21% | -$68.1K | 0.08% | 239 |
|
|
2023
Q4 | $291K | Sell |
5,593
-512
| -8% | -$26.7K | 0.09% | 200 |
|
|
2023
Q3 | $252K | Buy |
6,105
+499
| +9% | +$20.6K | 0.08% | 220 |
|
|
2023
Q2 | $257K | Sell |
5,606
-199
| -3% | -$9.11K | 0.08% | 221 |
|
|
2023
Q1 | $270K | Buy |
5,805
+813
| +16% | +$37.8K | 0.09% | 203 |
|
|
2022
Q4 | $241K | Sell |
4,992
-712
| -12% | -$34.3K | 0.09% | 194 |
|
|
2022
Q3 | $341K | Buy |
+5,704
| New | +$341K | 0.14% | 123 |
|