BBPWM
Blue Bell Private Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.1K | Sell |
753
-289
| -28% | -$24.6K | 0.01% | 360 |
|
|
2025
Q1 | $74K | Hold |
1,042
| – | – | 0.01% | 325 |
|
|
2024
Q4 | $73.3K | Buy |
1,042
+39
| +4% | +$2.75K | 0.01% | 316 |
|
|
2024
Q3 | $62.8K | Buy |
1,003
+97
| +11% | +$6.07K | 0.01% | 332 |
|
|
2024
Q2 | $57.5K | Hold |
906
| – | – | 0.01% | 340 |
|
|
2024
Q1 | $57.3K | Buy |
906
+39
| +4% | +$2.47K | 0.01% | 332 |
|
|
2023
Q4 | $44.6K | Buy |
867
+250
| +41% | +$12.9K | 0.01% | 337 |
|
|
2023
Q3 | $25.4K | Sell |
617
-250
| -29% | -$10.3K | 0.01% | 331 |
|
|
2023
Q2 | $39.9K | Buy |
867
+249
| +40% | +$11.5K | 0.01% | 281 |
|
|
2023
Q1 | $29K | Sell |
618
-250
| -29% | -$11.7K | 0.01% | 282 |
|
|
2022
Q4 | $39.3K | Sell |
868
-545
| -39% | -$24.7K | 0.01% | 236 |
|
|
2022
Q3 | $59K | Hold |
1,413
| – | – | 0.02% | 196 |
|
|
2022
Q2 | $65K | Buy |
1,413
+596
| +73% | +$27.4K | 0.02% | 192 |
|
|
2022
Q1 | $44K | Hold |
817
| – | – | 0.01% | 231 |
|
|
2021
Q4 | $49K | Buy |
+817
| New | +$49K | 0.01% | 207 |
|
|
2016
Q4 | – | Sell |
-1,417
| Closed | -$67K | – | 281 |
|
|
2016
Q3 | $67K | Sell |
1,417
-270
| -16% | -$12.8K | 0.04% | 170 |
|
|
2016
Q2 | $72K | Sell |
1,687
-2,860
| -63% | -$122K | 0.05% | 164 |
|
|
2016
Q1 | $190K | Buy |
4,547
+2,100
| +86% | +$87.8K | 0.13% | 97 |
|
|
2015
Q4 | $127K | Sell |
2,447
-200
| -8% | -$10.4K | 0.09% | 128 |
|
|
2015
Q3 | $131K | Hold |
2,647
| – | – | 0.09% | 124 |
|
|
2015
Q2 | $146K | Buy |
2,647
+600
| +29% | +$33.1K | 0.09% | 119 |
|
|
2015
Q1 | $105K | Sell |
2,047
-750
| -27% | -$38.5K | 0.06% | 138 |
|
|
2014
Q4 | $151K | Sell |
2,797
-200
| -7% | -$10.8K | 0.09% | 119 |
|
|
2014
Q3 | $155K | Buy |
2,997
+100
| +3% | +$5.17K | 0.09% | 121 |
|
|
2014
Q2 | $136K | Buy |
2,897
+200
| +7% | +$9.39K | 0.08% | 125 |
|
|
2014
Q1 | $128K | Hold |
2,697
| – | – | 0.09% | 109 |
|
|
2013
Q4 | $141K | Buy |
+2,697
| New | +$141K | 0.11% | 101 |
|