Baldwin Wealth Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $101K | Buy |
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|
2024
Q2 | $14.8K | Sell |
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|
2024
Q1 | $16.3K | Hold |
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|
2023
Q4 | $13.3K | Buy |
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|
2023
Q3 | $7.73K | Hold |
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|
2023
Q2 | $8.66K | Hold |
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|
2023
Q1 | $8.81K | Hold |
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|
2022
Q4 | $8.5K | Buy |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Buy |
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|
2021
Q1 | $9K | Sell |
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|
2020
Q4 | $14K | Sell |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $44K | Hold |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $69K | Hold |
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|
2019
Q3 | $59K | Hold |
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|
2019
Q2 | $61K | Hold |
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|
2019
Q1 | $54K | Hold |
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|
2018
Q4 | $45K | Hold |
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|
2018
Q3 | $62K | Hold |
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|
2018
Q2 | $58K | Sell |
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|
2018
Q1 | $72K | Sell |
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|
2017
Q4 | $119K | Buy |
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|
2017
Q3 | $62K | Buy |
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|
2017
Q2 | $48K | Hold |
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|
2017
Q1 | $43K | Sell |
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|
2016
Q4 | $53K | Sell |
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|
2016
Q3 | $87K | Sell |
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|
2016
Q2 | $100K | Sell |
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|
2016
Q1 | $751K | Sell |
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|
2015
Q4 | $1.59M | Buy |
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|
2015
Q3 | $241K | Sell |
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|
2015
Q2 | $1.57M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.08M | Sell |
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|
2013
Q4 | $2.84M | Buy |
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|
2013
Q3 | $2.62M | Buy |
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|
2013
Q2 | $2.59M | Buy |
|