BWM
BKM Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
12,404
-232
| -2% | -$19.7K | 0.41% | 67 |
|
|
2025
Q1 | $897K | Sell |
12,636
-242
| -2% | -$17.2K | 0.37% | 69 |
|
|
2024
Q4 | $906K | Sell |
12,878
-187
| -1% | -$13.2K | 0.37% | 69 |
|
|
2024
Q3 | $818K | Sell |
13,065
-707
| -5% | -$44.3K | 0.33% | 79 |
|
|
2024
Q2 | $874K | Buy |
13,772
+198
| +1% | +$12.6K | 0.42% | 73 |
|
|
2024
Q1 | $858K | Buy |
13,574
+591
| +5% | +$37.4K | 0.37% | 75 |
|
|
2023
Q4 | $668K | Buy |
+12,983
| New | +$668K | 0.28% | 83 |
|