BWG
Beta Wealth Group’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
6,227
-1,095
| -15% | -$93.2K | 0.19% | 69 |
|
|
2025
Q1 | $520K | Sell |
7,322
-1,401
| -16% | -$99.5K | 0.19% | 66 |
|
|
2024
Q4 | $614K | Buy |
8,723
+102
| +1% | +$7.18K | 0.27% | 58 |
|
|
2024
Q3 | $540K | Buy |
8,621
+406
| +5% | +$25.4K | 0.24% | 72 |
|
|
2024
Q2 | $521K | Buy |
8,215
+397
| +5% | +$25.2K | 0.25% | 66 |
|
|
2024
Q1 | $494K | Buy |
7,818
+107
| +1% | +$6.77K | 0.24% | 66 |
|
|
2023
Q4 | $397K | Buy |
7,711
+906
| +13% | +$46.6K | 0.21% | 75 |
|
|
2023
Q3 | $280K | Buy |
6,805
+305
| +5% | +$12.5K | 0.17% | 88 |
|
|
2023
Q2 | $299K | Buy |
6,500
+700
| +12% | +$32.2K | 0.17% | 83 |
|
|
2023
Q1 | $272K | Buy |
5,800
+500
| +9% | +$23.4K | 0.16% | 84 |
|
|
2022
Q4 | $240K | Buy |
5,300
+300
| +6% | +$13.6K | 0.16% | 89 |
|
|
2022
Q3 | $208K | Buy |
5,000
+200
| +4% | +$8.32K | 0.15% | 85 |
|
|
2022
Q2 | $221K | Buy |
4,800
+300
| +7% | +$13.8K | 0.15% | 79 |
|
|
2022
Q1 | $240K | Buy |
4,500
+1,600
| +55% | +$85.3K | 0.16% | 84 |
|
|
2021
Q4 | $203K | Hold |
2,900
| – | – | 0.15% | 60 |
|
|
2021
Q3 | $203K | Sell |
2,900
-100
| -3% | -$7K | 0.15% | 60 |
|
|
2021
Q2 | $213K | Buy |
+3,000
| New | +$213K | 0.15% | 60 |
|