JWM
Jupiter Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
20,000
-7,500
| -27% | -$710K | 0.96% | 25 |
|
|
2025
Q1 | $2.09M | Sell |
27,500
-15,588
| -36% | -$1.19M | 1.27% | 20 |
|
|
2024
Q4 | $3.03M | Buy |
43,088
+3,250
| +8% | +$229K | 1.52% | 18 |
|
|
2024
Q3 | $2.49M | Buy |
39,838
+5,250
| +15% | +$329K | 1.28% | 24 |
|
|
2024
Q2 | $2.24M | Sell |
34,588
-334
| -1% | -$21.7K | 1.19% | 27 |
|
|
2024
Q1 | $2.19M | Buy |
34,922
+17,922
| +105% | +$1.12M | 1.16% | 27 |
|
|
2023
Q4 | $874K | Hold |
17,000
| – | – | 0.51% | 48 |
|
|
2023
Q3 | $715K | Buy |
+17,000
| New | +$715K | 0.46% | 50 |
|
|
2022
Q2 | – | Sell |
-12,500
| Closed | -$667K | – | 64 |
|
|
2022
Q1 | $667K | Sell |
12,500
-2,500
| -17% | -$133K | 0.42% | 49 |
|
|
2021
Q4 | $905K | Sell |
15,000
-5,000
| -25% | -$302K | 0.47% | 43 |
|
|
2021
Q3 | $1.36M | Buy |
20,000
+12,500
| +167% | +$853K | 0.64% | 42 |
|
|
2021
Q2 | $533K | Buy |
7,500
+2,500
| +50% | +$178K | 0.26% | 62 |
|
|
2021
Q1 | $369K | Hold |
5,000
| – | – | 0.19% | 67 |
|
|
2020
Q4 | $308K | Buy |
+5,000
| New | +$308K | 0.19% | 63 |
|
|
2020
Q1 | – | Sell |
-58,958
| Closed | -$4.83M | – | 76 |
|
|
2019
Q4 | $4.83M | Sell |
58,958
-155
| -0.3% | -$12.7K | 2.34% | 17 |
|
|
2019
Q3 | $4.08M | Sell |
59,113
-471
| -0.8% | -$32.5K | 2.18% | 18 |
|
|
2019
Q2 | $4.22M | Sell |
59,584
-195
| -0.3% | -$13.8K | 2.09% | 20 |
|
|
2019
Q1 | $4.17M | Buy |
+59,779
| New | +$4.17M | 2.01% | 22 |
|