Axxcess Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Buy |
58,610
+1,439
| +3% | +$122K | 0.12% | 149 |
|
|
2025
Q1 | $4.06M | Buy |
57,171
+2,808
| +5% | +$199K | 0.11% | 157 |
|
|
2024
Q4 | $3.83M | Sell |
54,363
-1,937
| -3% | -$136K | 0.09% | 163 |
|
|
2024
Q3 | $3.52M | Buy |
56,300
+1,321
| +2% | +$82.7K | 0.09% | 178 |
|
|
2024
Q2 | $3.49M | Sell |
54,979
-566
| -1% | -$35.9K | 0.09% | 176 |
|
|
2024
Q1 | $3.51M | Buy |
55,545
+4,060
| +8% | +$257K | 0.1% | 168 |
|
|
2023
Q4 | $2.65M | Buy |
51,485
+13,988
| +37% | +$720K | 0.08% | 201 |
|
|
2023
Q3 | $1.54M | Buy |
+37,497
| New | +$1.54M | 0.05% | 242 |
|
|
2022
Q1 | – | Sell |
-6,642
| Closed | -$401K | – | 636 |
|
|
2021
Q4 | $401K | Buy |
+6,642
| New | +$401K | 0.03% | 408 |
|