Amplius Wealth Advisors’s Citigroup C Stock Holding History

Amplius Wealth Advisors’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$294K	Buy
2022 Q1	–	Sell
2021 Q4	$180K	Buy