JPWM
Jamison Private Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Sell |
9,921
-731
| -7% | -$62.2K | 0.12% | 114 |
|
|
2025
Q1 | $756K | Sell |
10,652
-2,932
| -22% | -$208K | 0.12% | 115 |
|
|
2024
Q4 | $956K | Buy |
13,584
+1,002
| +8% | +$70.5K | 0.14% | 111 |
|
|
2024
Q3 | $788K | Buy |
12,582
+2,474
| +24% | +$155K | 0.12% | 114 |
|
|
2024
Q2 | $641K | Buy |
10,108
+1,441
| +17% | +$91.4K | 0.11% | 116 |
|
|
2024
Q1 | $548K | Buy |
8,667
+3,954
| +84% | +$250K | 0.09% | 129 |
|
|
2023
Q4 | $242K | Buy |
4,713
+3
| +0.1% | +$154 | 0.05% | 156 |
|
|
2023
Q3 | $194K | Buy |
+4,710
| New | +$194K | 0.04% | 160 |
|