FMWA
Forvis Mazars Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+2,360
| New | +$201K | ﹤0.01% | 391 |
|
|
2021
Q1 | – | Sell |
-4,805
| Closed | -$296K | – | 290 |
|
|
2020
Q4 | $296K | Sell |
4,805
-458,275
| -99% | -$28.2M | 0.01% | 291 |
|
|
2020
Q3 | $867K | Buy |
463,080
+456,069
| +6,505% | +$854K | 0.05% | 146 |
|
|
2020
Q2 | $358K | Sell |
7,011
-1,618
| -19% | -$82.6K | 0.02% | 230 |
|
|
2020
Q1 | $363K | Sell |
8,629
-678
| -7% | -$28.5K | 0.03% | 201 |
|
|
2019
Q4 | $744K | Buy |
9,307
+958
| +11% | +$76.6K | 0.05% | 144 |
|
|
2019
Q3 | $577K | Buy |
8,349
+121
| +1% | +$8.36K | 0.05% | 151 |
|
|
2019
Q2 | $576K | Sell |
8,228
-166
| -2% | -$11.6K | 0.05% | 150 |
|
|
2019
Q1 | $522K | Buy |
8,394
+325
| +4% | +$20.2K | 0.04% | 160 |
|
|
2018
Q4 | $420K | Sell |
8,069
-1,457
| -15% | -$75.8K | 0.04% | 152 |
|
|
2018
Q3 | $683K | Sell |
9,526
-15
| -0.2% | -$1.08K | 0.06% | 124 |
|
|
2018
Q2 | $638K | Sell |
9,541
-3,654
| -28% | -$244K | 0.06% | 123 |
|
|
2018
Q1 | $891K | Buy |
13,195
+3,847
| +41% | +$260K | 0.09% | 108 |
|
|
2017
Q4 | $696K | Sell |
9,348
-440
| -4% | -$32.8K | 0.07% | 116 |
|
|
2017
Q3 | $712K | Buy |
9,788
+374
| +4% | +$27.2K | 0.08% | 108 |
|
|
2017
Q2 | $630K | Buy |
9,414
+1,771
| +23% | +$119K | 0.07% | 117 |
|
|
2017
Q1 | $457K | Sell |
7,643
-273
| -3% | -$16.3K | 0.06% | 131 |
|
|
2016
Q4 | $470K | Buy |
7,916
+1,039
| +15% | +$61.7K | 0.06% | 124 |
|
|
2016
Q3 | $325K | Buy |
6,877
+1,036
| +18% | +$49K | 0.05% | 138 |
|
|
2016
Q2 | $248K | Sell |
5,841
-669
| -10% | -$28.4K | 0.04% | 157 |
|
|
2016
Q1 | $272K | Sell |
6,510
-4,171
| -39% | -$174K | 0.04% | 147 |
|
|
2015
Q4 | $553K | Buy |
10,681
+577
| +6% | +$29.9K | 0.08% | 105 |
|
|
2015
Q3 | $501K | Buy |
10,104
+4,100
| +68% | +$203K | 0.09% | 105 |
|
|
2015
Q2 | $332K | Buy |
6,004
+62
| +1% | +$3.43K | 0.05% | 135 |
|
|
2015
Q1 | $306K | Buy |
5,942
+179
| +3% | +$9.22K | 0.04% | 146 |
|
|
2014
Q4 | $312K | Sell |
5,763
-1,619
| -22% | -$87.7K | 0.05% | 124 |
|
|
2014
Q3 | $383K | Sell |
7,382
-42
| -0.6% | -$2.18K | 0.07% | 98 |
|
|
2014
Q2 | $350K | Sell |
7,424
-3,183
| -30% | -$150K | 0.06% | 106 |
|
|
2014
Q1 | $504K | Sell |
10,607
-764
| -7% | -$36.3K | 0.09% | 106 |
|
|
2013
Q4 | $593K | Sell |
11,371
-396
| -3% | -$20.7K | 0.11% | 98 |
|
|
2013
Q3 | $571K | Buy |
11,767
+872
| +8% | +$42.3K | 0.12% | 98 |
|
|
2013
Q2 | $523K | Buy |
+10,895
| New | +$523K | 0.41% | 62 |
|