KMWM
Keudell/Morrison Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
4,356
-62
| -1% | -$5.28K | 0.08% | 149 |
|
|
2025
Q1 | $314K | Sell |
4,418
-44
| -1% | -$3.12K | 0.07% | 157 |
|
|
2024
Q4 | $314K | Buy |
4,462
+209
| +5% | +$14.7K | 0.08% | 153 |
|
|
2024
Q3 | $266K | Sell |
4,253
-622
| -13% | -$38.9K | 0.07% | 175 |
|
|
2024
Q2 | $309K | Buy |
4,875
+13
| +0.3% | +$825 | 0.09% | 154 |
|
|
2024
Q1 | $307K | Buy |
+4,862
| New | +$307K | 0.09% | 156 |
|
|
2023
Q4 | – | Sell |
-6,019
| Closed | -$248K | – | 193 |
|
|
2023
Q3 | $248K | Buy |
6,019
+2
| +0% | +$82 | 0.08% | 157 |
|
|
2023
Q2 | $277K | Buy |
6,017
+1
| +0% | +$46 | 0.08% | 153 |
|
|
2023
Q1 | $282K | Sell |
6,016
-53
| -0.9% | -$2.49K | 0.08% | 150 |
|
|
2022
Q4 | $274K | Sell |
6,069
-245
| -4% | -$11.1K | 0.09% | 148 |
|
|
2022
Q3 | $263K | Buy |
6,314
+40
| +0.6% | +$1.67K | 0.1% | 148 |
|
|
2022
Q2 | $289K | Sell |
6,274
-564
| -8% | -$26K | 0.11% | 140 |
|
|
2022
Q1 | $365K | Buy |
6,838
+199
| +3% | +$10.6K | 0.15% | 129 |
|
|
2021
Q4 | $401K | Sell |
6,639
-57
| -0.9% | -$3.44K | 0.16% | 115 |
|
|
2021
Q3 | $470K | Buy |
6,696
+1,089
| +19% | +$76.4K | 0.2% | 105 |
|
|
2021
Q2 | $397K | Sell |
5,607
-1,726
| -24% | -$122K | 0.22% | 112 |
|
|
2021
Q1 | $533K | Buy |
7,333
+772
| +12% | +$56.1K | 0.31% | 91 |
|
|
2020
Q4 | $405K | Buy |
6,561
+1,247
| +23% | +$77K | 0.26% | 103 |
|
|
2020
Q3 | $229K | Buy |
5,314
+57
| +1% | +$2.46K | 0.15% | 130 |
|
|
2020
Q2 | $269K | Buy |
5,257
+271
| +5% | +$13.9K | 0.22% | 118 |
|
|
2020
Q1 | $210K | Buy |
4,986
+351
| +8% | +$14.8K | 0.21% | 123 |
|
|
2019
Q4 | $370K | Sell |
4,635
-188
| -4% | -$15K | 0.26% | 101 |
|
|
2019
Q3 | $333K | Sell |
4,823
-141
| -3% | -$9.74K | 0.27% | 101 |
|
|
2019
Q2 | $323K | Hold |
4,964
| – | – | 0.28% | 98 |
|
|
2019
Q1 | $309K | Buy |
+4,964
| New | +$309K | 0.27% | 101 |
|