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Blake Schutter Theil Wealth Advisors’s Citigroup C Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$310K Sell
3,638
-4,986
-58% -$424K 0.35% 81
2025
Q1 		$612K Sell
8,624
-13
-0.2% -$923 0.7% 41
2024
Q4 		$608K Buy
8,637
+135
+2% +$9.5K 0.64% 40
2024
Q3 		$532K Buy
+8,502
New +$532K 0.38% 73