FWM
Focused Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
50,495
+4,555
| +10% | +$388K | 0.52% | 32 |
|
|
2025
Q1 | $3.26M | Buy |
45,940
+1,160
| +3% | +$82.3K | 0.44% | 33 |
|
|
2024
Q4 | $3.15M | Buy |
44,780
+1,731
| +4% | +$122K | 0.43% | 31 |
|
|
2024
Q3 | $2.69M | Sell |
43,049
-1,418
| -3% | -$88.8K | 0.35% | 39 |
|
|
2024
Q2 | $2.82M | Sell |
44,467
-37
| -0.1% | -$2.35K | 0.4% | 34 |
|
|
2024
Q1 | $2.81M | Buy |
44,504
+199
| +0.4% | +$12.6K | 0.43% | 36 |
|
|
2023
Q4 | $2.28M | Sell |
44,305
-2,959
| -6% | -$152K | 0.37% | 38 |
|
|
2023
Q3 | $1.94M | Buy |
47,264
+208
| +0.4% | +$8.56K | 0.34% | 37 |
|
|
2023
Q2 | $2.17M | Buy |
47,056
+115
| +0.2% | +$5.3K | 0.39% | 37 |
|
|
2023
Q1 | $2.2M | Buy |
46,941
+3,554
| +8% | +$167K | 0.45% | 34 |
|
|
2022
Q4 | $1.96M | Buy |
43,387
+5,912
| +16% | +$267K | 0.4% | 40 |
|
|
2022
Q3 | $1.56M | Buy |
37,475
+224
| +0.6% | +$9.34K | 0.33% | 37 |
|
|
2022
Q2 | $1.71M | Buy |
37,251
+1,003
| +3% | +$46.1K | 0.31% | 47 |
|
|
2022
Q1 | $1.94M | Sell |
36,248
-281
| -0.8% | -$15K | 0.31% | 41 |
|
|
2021
Q4 | $2.21M | Buy |
36,529
+408
| +1% | +$24.6K | 0.34% | 35 |
|
|
2021
Q3 | $2.54M | Sell |
36,121
-538
| -1% | -$37.8K | 0.41% | 32 |
|
|
2021
Q2 | $2.59M | Buy |
36,659
+264
| +0.7% | +$18.7K | 0.43% | 32 |
|
|
2021
Q1 | $2.65M | Buy |
36,395
+710
| +2% | +$51.7K | 0.47% | 31 |
|
|
2020
Q4 | $2.2M | Buy |
35,685
+4,204
| +13% | +$259K | 0.43% | 30 |
|
|
2020
Q3 | $1.36M | Sell |
31,481
-669
| -2% | -$28.8K | 0.29% | 42 |
|
|
2020
Q2 | $1.64M | Sell |
32,150
-164
| -0.5% | -$8.38K | 0.38% | 35 |
|
|
2020
Q1 | $1.36M | Sell |
32,314
-5,892
| -15% | -$248K | 0.39% | 34 |
|
|
2019
Q4 | $3.05M | Buy |
38,206
+172
| +0.5% | +$13.7K | 0.72% | 23 |
|
|
2019
Q3 | $2.63M | Sell |
38,034
-9,191
| -19% | -$635K | 0.73% | 24 |
|
|
2019
Q2 | $3.31M | Sell |
47,225
-6,022
| -11% | -$422K | 0.88% | 19 |
|
|
2019
Q1 | $3.31M | Buy |
53,247
+9,021
| +20% | +$561K | 1% | 17 |
|
|
2018
Q4 | $2.3M | Buy |
44,226
+1,962
| +5% | +$102K | 0.79% | 23 |
|
|
2018
Q3 | $3.03M | Sell |
42,264
-1,883
| -4% | -$135K | 1.03% | 20 |
|
|
2018
Q2 | $2.95M | Sell |
44,147
-9,426
| -18% | -$631K | 1.02% | 19 |
|
|
2018
Q1 | $3.62M | Sell |
53,573
-318
| -0.6% | -$21.5K | 1.16% | 20 |
|
|
2017
Q4 | $4.01M | Sell |
53,891
-3,903
| -7% | -$290K | 1.29% | 18 |
|
|
2017
Q3 | $4.2M | Buy |
57,794
+12,250
| +27% | +$891K | 1.4% | 18 |
|
|
2017
Q2 | $3.05M | Sell |
45,544
-332
| -0.7% | -$22.2K | 1.14% | 21 |
|
|
2017
Q1 | $2.74M | Sell |
45,876
-1,442
| -3% | -$86.3K | 1.07% | 21 |
|
|
2016
Q4 | $2.81M | Sell |
47,318
-834
| -2% | -$49.6K | 1.19% | 17 |
|
|
2016
Q3 | $2.27M | Sell |
48,152
-1,747
| -4% | -$82.5K | 1% | 20 |
|
|
2016
Q2 | $2.12M | Buy |
49,899
+1,760
| +4% | +$74.6K | 0.97% | 20 |
|
|
2016
Q1 | $2.01M | Sell |
48,139
-8,597
| -15% | -$359K | 1.1% | 21 |
|
|
2015
Q4 | $2.94M | Buy |
56,736
+5,172
| +10% | +$268K | 1.69% | 15 |
|
|
2015
Q3 | $2.56M | Buy |
51,564
+8,107
| +19% | +$402K | 1.62% | 15 |
|
|
2015
Q2 | $2.4M | Sell |
43,457
-2,637
| -6% | -$146K | 1.49% | 17 |
|
|
2015
Q1 | $2.38M | Sell |
46,094
-2,058
| -4% | -$106K | 1.46% | 17 |
|
|
2014
Q4 | $2.61M | Buy |
48,152
+1,708
| +4% | +$92.4K | 1.85% | 14 |
|
|
2014
Q3 | $2.41M | Buy |
46,444
+869
| +2% | +$45K | 1.85% | 9 |
|
|
2014
Q2 | $2.15M | Buy |
45,575
+1,825
| +4% | +$86K | 1.68% | 12 |
|
|
2014
Q1 | $2.08M | Buy |
43,750
+13,001
| +42% | +$619K | 1.74% | 13 |
|
|
2013
Q4 | $1.6M | Buy |
30,749
+18,652
| +154% | +$972K | 1.34% | 20 |
|
|
2013
Q3 | $587K | Buy |
+12,097
| New | +$587K | 0.56% | 34 |
|