Cabot Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $976K | Buy |
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|
2025
Q2 | $814K | Buy |
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|
2025
Q1 | $673K | Buy |
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|
2024
Q4 | $663K | Buy |
|
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|
2024
Q3 | $585K | Buy |
|
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|
2024
Q2 | $588K | Buy |
|
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|
2024
Q1 | $581K | Buy |
|
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|
2023
Q4 | $468K | Sell |
|
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | $510K | Buy |
|
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|
2023
Q1 | $514K | Buy |
|
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|
2022
Q4 | $491K | Buy |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $562K | Buy |
|
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $727K | Buy |
|
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|
2021
Q2 | $728K | Buy |
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|
2021
Q1 | $744K | Buy |
|
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|
2020
Q4 | $626K | Buy |
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|
2020
Q3 | $434K | Buy |
|
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|
2020
Q2 | $509K | Buy |
|