Iron Horse Wealth Management’s Citigroup C Stock Holding History

Iron Horse Wealth Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$134K	Buy	1,580 +1,500	+1,875%	+$108K	0.04%	71
2025 Q1	$5.68K	Hold	80	–	–	﹤0.01%	342
2024 Q4	$5.63K	Hold	80	–	–	﹤0.01%	294
2024 Q3	$5.01K	Hold	80	–	–	﹤0.01%	299
2024 Q2	$5.08K	Hold	80	–	–	﹤0.01%	272
2024 Q1	$5.06K	Hold	80	–	–	﹤0.01%	251
2023 Q4	$4.12K	Hold	80	–	–	﹤0.01%	285
2023 Q3	$3.29K	Hold	80	–	–	﹤0.01%	305
2023 Q2	$3.68K	Hold	80	–	–	﹤0.01%	196
2023 Q1	$3.75K	Sell	80 -30	-27%	-$1.47K	﹤0.01%	220
2022 Q4	$5K	Buy	110 +100	+1,000%	+$4.54K	﹤0.01%	151
2022 Q3	$0	Sell	10 -123	-92%	-$6.08K	﹤0.01%	159
2022 Q2	$6K	Sell	133 -12	-8%	-$600	﹤0.01%	140
2022 Q1	$8K	Buy	145 +70	+93%	+$4.32K	﹤0.01%	140
2021 Q4	$5K	Hold	75	–	–	﹤0.01%	140
2021 Q3	$5K	Hold	75	–	–	﹤0.01%	133
2021 Q2	$5K	Hold	75	–	–	﹤0.01%	141
2021 Q1	$5K	Hold	75	–	–	﹤0.01%	133
2020 Q4	$5K	Buy	+75	New	+$3.81K	﹤0.01%	128

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Iron Horse Wealth Management's C Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Citigroup (C) stake by 1,875% in Q2 2025, buying an estimated $108K and bringing the position to 1,580 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #71.

Iron Horse Wealth Management first reported a position in C in Q4 2020 and has held it in 19 quarters since. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

Iron Horse Wealth Management held 1,580 shares of Citigroup worth $134K as of Q2 2025.
Iron Horse Wealth Management bought 1,500 Citigroup shares in Q2 2025, an estimated $108K.
Citigroup made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #71 holding.
Iron Horse Wealth Management first reported a position in Citigroup in Q4 2020 and has held it in 19 quarters since.
2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.