CWP
CFM Wealth Partners’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Hold |
3,863
| – | – | 0.05% | 115 |
|
|
2025
Q1 | $274K | Sell |
3,863
-480
| -11% | -$34.1K | 0.05% | 119 |
|
|
2024
Q4 | $306K | Buy |
4,343
+300
| +7% | +$21.1K | 0.05% | 116 |
|
|
2024
Q3 | $253K | Sell |
4,043
-56
| -1% | -$3.51K | 0.04% | 129 |
|
|
2024
Q2 | $260K | Sell |
4,099
-800
| -16% | -$50.8K | 0.05% | 131 |
|
|
2024
Q1 | $310K | Sell |
4,899
-200
| -4% | -$12.6K | 0.06% | 130 |
|
|
2023
Q4 | $262K | Sell |
5,099
-291
| -5% | -$15K | 0.06% | 143 |
|
|
2023
Q3 | $222K | Sell |
5,390
-184
| -3% | -$7.57K | 0.06% | 134 |
|
|
2023
Q2 | $257K | Sell |
5,574
-419
| -7% | -$19.3K | 0.06% | 146 |
|
|
2023
Q1 | $281K | Buy |
5,993
+890
| +17% | +$41.7K | 0.08% | 134 |
|
|
2022
Q4 | $231K | Sell |
5,103
-32
| -0.6% | -$1.45K | 0.07% | 147 |
|
|
2022
Q3 | $214K | Sell |
5,135
-200
| -4% | -$8.34K | 0.07% | 146 |
|
|
2022
Q2 | $245K | Sell |
5,335
-103
| -2% | -$4.73K | 0.07% | 144 |
|
|
2022
Q1 | $290K | Buy |
5,438
+700
| +15% | +$37.3K | 0.07% | 150 |
|
|
2021
Q4 | $299K | Sell |
4,738
-100
| -2% | -$6.31K | 0.07% | 147 |
|
|
2021
Q3 | $339K | Buy |
4,838
+353
| +8% | +$24.7K | 0.09% | 134 |
|
|
2021
Q2 | $317K | Hold |
4,485
| – | – | 0.08% | 132 |
|
|
2021
Q1 | $326K | Sell |
4,485
-1,025
| -19% | -$74.5K | 0.1% | 120 |
|
|
2020
Q4 | $340K | Sell |
5,510
-2,035
| -27% | -$126K | 0.11% | 107 |
|
|
2020
Q3 | $325K | Buy |
7,545
+195
| +3% | +$8.4K | 0.12% | 105 |
|
|
2020
Q2 | $375K | Sell |
7,350
-117
| -2% | -$5.97K | 0.14% | 98 |
|
|
2020
Q1 | $315K | Buy |
7,467
+993
| +15% | +$41.9K | 0.15% | 99 |
|
|
2019
Q4 | $524K | Buy |
+6,474
| New | +$524K | 0.19% | 83 |
|