Jamison Private Wealth Management’s Citigroup C Stock Holding History

Jamison Private 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 Q3	$1.11M	Buy
2025 Q2	$845K	Sell
2025 Q1	$756K	Sell
2024 Q4	$956K	Buy
2024 Q3	$788K	Buy
2024 Q2	$641K	Buy
2024 Q1	$548K	Buy
2023 Q4	$242K	Buy
2023 Q3	$194K	Buy