AWM
Ameliora Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Hold |
32,590
| – | – | 0.99% | 28 |
|
|
2025
Q1 | $2.31M | Hold |
32,590
| – | – | 0.87% | 27 |
|
|
2024
Q4 | $2.29M | Buy |
32,590
+31,500
| +2,890% | +$2.22M | 0.86% | 28 |
|
|
2024
Q3 | $68.2K | Hold |
1,090
| – | – | 0.03% | 106 |
|
|
2024
Q2 | $69.2K | Hold |
1,090
| – | – | 0.03% | 113 |
|
|
2024
Q1 | $68.9K | Hold |
1,090
| – | – | 0.03% | 124 |
|
|
2023
Q4 | $56.1K | Sell |
1,090
-5,175
| -83% | -$266K | 0.03% | 112 |
|
|
2023
Q3 | $258K | Hold |
6,265
| – | – | 0.15% | 71 |
|
|
2023
Q2 | $288K | Hold |
6,265
| – | – | 0.18% | 74 |
|
|
2023
Q1 | $294K | Buy |
6,265
+5,175
| +475% | +$243K | 0.17% | 78 |
|
|
2022
Q4 | $49.3K | Sell |
1,090
-800
| -42% | -$36.2K | 0.03% | 144 |
|
|
2022
Q3 | $77K | Buy |
+1,890
| New | +$77K | 0.04% | 112 |
|