CWM
Congress Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
205,344
+99,582
| +94% | +$8.48M | 0.17% | 145 |
|
|
2025
Q1 | $7.52M | Buy |
105,762
+8,790
| +9% | +$625K | 0.09% | 253 |
|
|
2024
Q4 | $6.83M | Sell |
96,972
-107,081
| -52% | -$7.54M | 0.09% | 245 |
|
|
2024
Q3 | $12.8M | Buy |
204,053
+69,083
| +51% | +$4.32M | 0.17% | 179 |
|
|
2024
Q2 | $8.57M | Buy |
134,970
+64,672
| +92% | +$4.1M | 0.14% | 194 |
|
|
2024
Q1 | $4.45M | Sell |
70,298
-6,475
| -8% | -$409K | 0.08% | 240 |
|
|
2023
Q4 | $3.95M | Buy |
76,773
+1,999
| +3% | +$103K | 0.07% | 246 |
|
|
2023
Q3 | $3.08M | Buy |
74,774
+170
| +0.2% | +$6.99K | 0.06% | 263 |
|
|
2023
Q2 | $3.43M | Buy |
74,604
+122
| +0.2% | +$5.62K | 0.08% | 224 |
|
|
2023
Q1 | $3.49M | Buy |
74,482
+1,882
| +3% | +$88.2K | 0.08% | 221 |
|
|
2022
Q4 | $3.28M | Sell |
72,600
-2,713
| -4% | -$123K | 0.08% | 217 |
|
|
2022
Q3 | $3.14M | Buy |
75,313
+10,000
| +15% | +$417K | 0.08% | 224 |
|
|
2022
Q2 | $3M | Buy |
65,313
+9,707
| +17% | +$446K | 0.08% | 240 |
|
|
2022
Q1 | $2.97M | Sell |
55,606
-2,926
| -5% | -$156K | 0.06% | 265 |
|
|
2021
Q4 | $3.54M | Buy |
+58,532
| New | +$3.54M | 0.07% | 261 |
|