EHWM
Eads & Heald Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
3,543
-180
| -5% | -$15.3K | 0.15% | 123 |
|
|
2025
Q1 | $264K | Sell |
3,723
-1,310
| -26% | -$92.9K | 0.13% | 128 |
|
|
2024
Q4 | $354K | Sell |
5,033
-53
| -1% | -$3.73K | 0.17% | 118 |
|
|
2024
Q3 | $318K | Sell |
5,086
-240
| -5% | -$15K | 0.15% | 123 |
|
|
2024
Q2 | $338K | Sell |
5,326
-527
| -9% | -$33.4K | 0.16% | 118 |
|
|
2024
Q1 | $370K | Sell |
5,853
-1,282
| -18% | -$81K | 0.17% | 118 |
|
|
2023
Q4 | $367K | Buy |
7,135
+1,368
| +24% | +$70.4K | 0.18% | 119 |
|
|
2023
Q3 | $237K | Sell |
5,767
-615
| -10% | -$25.3K | 0.12% | 131 |
|
|
2023
Q2 | $294K | Sell |
6,382
-576
| -8% | -$26.5K | 0.14% | 124 |
|
|
2023
Q1 | $326K | Sell |
6,958
-25
| -0.4% | -$1.17K | 0.16% | 123 |
|
|
2022
Q4 | $316K | Buy |
6,983
+605
| +9% | +$27.4K | 0.16% | 124 |
|
|
2022
Q3 | $266K | Sell |
6,378
-40
| -0.6% | -$1.67K | 0.15% | 129 |
|
|
2022
Q2 | $295K | Buy |
+6,418
| New | +$295K | 0.16% | 126 |
|
|
2022
Q1 | – | Sell |
-5,337
| Closed | -$322K | – | 148 |
|
|
2021
Q4 | $322K | Buy |
5,337
+1,365
| +34% | +$82.4K | 0.14% | 128 |
|
|
2021
Q3 | $279K | Buy |
3,972
+95
| +2% | +$6.67K | 0.13% | 129 |
|
|
2021
Q2 | $274K | Buy |
3,877
+540
| +16% | +$38.2K | 0.13% | 125 |
|
|
2021
Q1 | $243K | Sell |
3,337
-585
| -15% | -$42.6K | 0.12% | 127 |
|
|
2020
Q4 | $242K | Buy |
+3,922
| New | +$242K | 0.13% | 123 |
|
|
2020
Q1 | – | Sell |
-3,469
| Closed | -$277K | – | 121 |
|
|
2019
Q4 | $277K | Sell |
3,469
-59
| -2% | -$4.71K | 0.15% | 120 |
|
|
2019
Q3 | $244K | Buy |
3,528
+306
| +9% | +$21.2K | 0.14% | 124 |
|
|
2019
Q2 | $226K | Sell |
3,222
-450
| -12% | -$31.6K | 0.13% | 124 |
|
|
2019
Q1 | $228K | Buy |
+3,672
| New | +$228K | 0.13% | 123 |
|