CWM
Compass Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
14,274
-39,071
| -73% | -$3.33M | 0.29% | 81 |
|
|
2025
Q1 | $3.79M | Sell |
53,345
-42,366
| -44% | -$3.01M | 0.97% | 38 |
|
|
2024
Q4 | $6.74M | Buy |
95,711
+301
| +0.3% | +$21.2K | 1.62% | 14 |
|
|
2024
Q3 | $5.97M | Buy |
95,410
+1,427
| +2% | +$89.3K | 1.41% | 20 |
|
|
2024
Q2 | $5.96M | Sell |
93,983
-248
| -0.3% | -$15.7K | 1.47% | 16 |
|
|
2024
Q1 | $5.96M | Buy |
94,231
+21,927
| +30% | +$1.39M | 1.49% | 11 |
|
|
2023
Q4 | $3.72M | Buy |
72,304
+22,209
| +44% | +$1.14M | 1.04% | 34 |
|
|
2023
Q3 | $2.06M | Buy |
50,095
+1,595
| +3% | +$65.6K | 0.65% | 52 |
|
|
2023
Q2 | $2.23M | Buy |
48,500
+14,550
| +43% | +$670K | 0.67% | 47 |
|
|
2023
Q1 | $1.59M | Buy |
33,950
+8,855
| +35% | +$415K | 0.51% | 67 |
|
|
2022
Q4 | $1.14M | Buy |
+25,095
| New | +$1.14M | 0.37% | 78 |
|