HWM
Hohimer Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-68,355
| Closed | -$4.81M | – | 262 |
|
|
2024
Q4 | $4.81M | Buy |
68,355
+407
| +0.6% | +$28.6K | 0.91% | 29 |
|
|
2024
Q3 | $4.25M | Buy |
67,948
+67
| +0.1% | +$4.19K | 0.91% | 38 |
|
|
2024
Q2 | $4.31M | Buy |
+67,881
| New | +$4.31M | 1% | 25 |
|
|
2022
Q1 | – | Sell |
-67,986
| Closed | -$4.11M | – | 216 |
|
|
2021
Q4 | $4.11M | Sell |
67,986
-9,735
| -13% | -$588K | 0.86% | 31 |
|
|
2021
Q3 | $5.45M | Sell |
77,721
-2,756
| -3% | -$193K | 1.14% | 19 |
|
|
2021
Q2 | $5.69M | Sell |
80,477
-22,593
| -22% | -$1.6M | 1.17% | 19 |
|
|
2021
Q1 | $7.5M | Sell |
103,070
-9,260
| -8% | -$674K | 1.83% | 7 |
|
|
2020
Q4 | $6.93M | Sell |
112,330
-567
| -0.5% | -$35K | 1.84% | 6 |
|
|
2020
Q3 | $4.84M | Buy |
112,897
+33,873
| +43% | +$1.45M | 1.38% | 11 |
|
|
2020
Q2 | $4.04M | Buy |
79,024
+5,263
| +7% | +$269K | 1.39% | 10 |
|
|
2020
Q1 | $3.43M | Buy |
73,761
+22,950
| +45% | +$1.07M | 1.45% | 9 |
|
|
2019
Q4 | $4.06M | Buy |
+50,811
| New | +$4.06M | 1.41% | 4 |
|