Cabot Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Buy |
9,558
+73
| +0.8% | +$6.21K | 0.1% | 99 |
|
|
2025
Q1 | $673K | Buy |
9,485
+66
| +0.7% | +$4.69K | 0.09% | 95 |
|
|
2024
Q4 | $663K | Buy |
9,419
+76
| +0.8% | +$5.35K | 0.08% | 97 |
|
|
2024
Q3 | $585K | Buy |
9,343
+84
| +0.9% | +$5.26K | 0.07% | 99 |
|
|
2024
Q2 | $588K | Buy |
9,259
+76
| +0.8% | +$4.82K | 0.08% | 107 |
|
|
2024
Q1 | $581K | Buy |
9,183
+86
| +0.9% | +$5.44K | 0.08% | 110 |
|
|
2023
Q4 | $468K | Sell |
9,097
-2,108
| -19% | -$108K | 0.07% | 114 |
|
|
2023
Q3 | $461K | Buy |
11,205
+120
| +1% | +$4.94K | 0.07% | 112 |
|
|
2023
Q2 | $510K | Buy |
11,085
+125
| +1% | +$5.75K | 0.08% | 110 |
|
|
2023
Q1 | $514K | Buy |
10,960
+108
| +1% | +$5.07K | 0.08% | 107 |
|
|
2022
Q4 | $491K | Buy |
10,852
+113
| +1% | +$5.11K | 0.08% | 110 |
|
|
2022
Q3 | $448K | Buy |
10,739
+109
| +1% | +$4.55K | 0.08% | 115 |
|
|
2022
Q2 | $489K | Buy |
10,630
+101
| +1% | +$4.65K | 0.08% | 118 |
|
|
2022
Q1 | $562K | Buy |
10,529
+88
| +0.8% | +$4.7K | 0.08% | 115 |
|
|
2021
Q4 | $631K | Buy |
10,441
+82
| +0.8% | +$4.96K | 0.08% | 115 |
|
|
2021
Q3 | $727K | Buy |
10,359
+68
| +0.7% | +$4.77K | 0.1% | 102 |
|
|
2021
Q2 | $728K | Buy |
10,291
+65
| +0.6% | +$4.6K | 0.1% | 101 |
|
|
2021
Q1 | $744K | Buy |
10,226
+75
| +0.7% | +$5.46K | 0.11% | 97 |
|
|
2020
Q4 | $626K | Buy |
10,151
+90
| +0.9% | +$5.55K | 0.1% | 94 |
|
|
2020
Q3 | $434K | Buy |
10,061
+99
| +1% | +$4.27K | 0.08% | 100 |
|
|
2020
Q2 | $509K | Buy |
+9,962
| New | +$509K | 0.1% | 94 |
|